SFG
Sovereign Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.69M | Buy |
195,957
+6,246
| +3% | +$309K | 2% | 11 |
|
|
2025
Q1 | $8.59M | Buy |
189,711
+11,221
| +6% | +$508K | 1.98% | 11 |
|
|
2024
Q4 | $7.86M | Buy |
178,490
+2,793
| +2% | +$123K | 1.8% | 11 |
|
|
2024
Q3 | $8.41M | Buy |
175,697
+18,203
| +12% | +$871K | 1.97% | 11 |
|
|
2024
Q2 | $6.89M | Buy |
157,494
+17,510
| +13% | +$766K | 1.72% | 11 |
|
|
2024
Q1 | $5.85M | Buy |
139,984
+7,572
| +6% | +$316K | 1.55% | 12 |
|
|
2023
Q4 | $5.44M | Buy |
132,412
+7,383
| +6% | +$303K | 1.66% | 12 |
|
|
2023
Q3 | $4.9M | Buy |
125,029
+9,783
| +8% | +$384K | 1.75% | 12 |
|
|
2023
Q2 | $4.69M | Buy |
115,246
+20,688
| +22% | +$842K | 1.53% | 13 |
|
|
2023
Q1 | $3.82M | Buy |
94,558
+8,063
| +9% | +$326K | 1.42% | 15 |
|
|
2022
Q4 | $3.37M | Sell |
86,495
-13,345
| -13% | -$520K | 1.33% | 16 |
|
|
2022
Q3 | $3.64M | Buy |
99,840
+10,211
| +11% | +$373K | 1.48% | 14 |
|
|
2022
Q2 | $3.73M | Buy |
89,629
+14,219
| +19% | +$592K | 1.47% | 14 |
|
|
2022
Q1 | $3.48M | Buy |
75,410
+53,267
| +241% | +$2.46M | 1.29% | 17 |
|
|
2021
Q4 | $1.1M | Buy |
22,143
+9,900
| +81% | +$490K | 0.44% | 57 |
|
|
2021
Q3 | $612K | Buy |
12,243
+7,978
| +187% | +$399K | 0.35% | 73 |
|
|
2021
Q2 | $222K | Hold |
4,265
| – | – | 0.13% | 150 |
|
|
2021
Q1 | $222K | Buy |
+4,265
| New | +$222K | 0.14% | 150 |
|