SFG
Sovereign Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Buy |
41,610
+1,762
| +4% | +$235K | 1.14% | 18 |
|
|
2025
Q1 | $5.14M | Buy |
39,848
+3,351
| +9% | +$432K | 1.18% | 18 |
|
|
2024
Q4 | $4.66M | Buy |
36,497
+2,375
| +7% | +$303K | 1.07% | 18 |
|
|
2024
Q3 | $4.37M | Buy |
34,122
+2,801
| +9% | +$359K | 1.02% | 18 |
|
|
2024
Q2 | $3.71M | Sell |
31,321
-1,240
| -4% | -$147K | 0.93% | 20 |
|
|
2024
Q1 | $3.94M | Buy |
32,561
+313
| +1% | +$37.9K | 1.05% | 19 |
|
|
2023
Q4 | $3.6M | Sell |
32,248
-2,264
| -7% | -$253K | 1.1% | 20 |
|
|
2023
Q3 | $3.57M | Sell |
34,512
-4,601
| -12% | -$475K | 1.27% | 20 |
|
|
2023
Q2 | $4.15M | Buy |
39,113
+2,311
| +6% | +$245K | 1.35% | 17 |
|
|
2023
Q1 | $3.88M | Buy |
36,802
+875
| +2% | +$92.3K | 1.44% | 14 |
|
|
2022
Q4 | $3.89M | Buy |
35,927
+2,782
| +8% | +$301K | 1.53% | 14 |
|
|
2022
Q3 | $3.15M | Buy |
33,145
+3,993
| +14% | +$379K | 1.28% | 18 |
|
|
2022
Q2 | $2.97M | Buy |
29,152
+1,930
| +7% | +$196K | 1.17% | 19 |
|
|
2022
Q1 | $3.06M | Buy |
27,222
+8,634
| +46% | +$969K | 1.13% | 18 |
|
|
2021
Q4 | $2.08M | Buy |
18,588
+9,146
| +97% | +$1.03M | 0.84% | 27 |
|
|
2021
Q3 | $976K | Buy |
9,442
+611
| +7% | +$63.2K | 0.56% | 46 |
|
|
2021
Q2 | $893K | Hold |
8,831
| – | – | 0.54% | 47 |
|
|
2021
Q1 | $893K | Buy |
8,831
+1,260
| +17% | +$127K | 0.56% | 45 |
|
|
2020
Q4 | $693K | Buy |
+7,571
| New | +$693K | 0.5% | 49 |
|