Sovereign Financial Group, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Sovereign Financial Group, Inc.

  • $425 Million
  • Q1 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 7,683 shares of VOO stock, worth $3.78 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
7,683
Previous 7,982 3.75%
Holding current value
$3.78 Million
Previous $4.3 Million 8.67%
% of portfolio
0.93%
Previous 1.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$507.05 - $563.67 $151,607 - $168,537
-299 Reduced 3.75%
7,683 $3.93 Million
Q4 2024

Jan 14, 2025
BUY
$521.84 - $558.82 $75,144 - $80,470
144 Added 1.84%
7,982 $4.3 Million
Q3 2024

Oct 08, 2024
BUY
$475.2 - $527.7 $17,582 - $19,524
37 Added 0.47%
7,838 $4.14 Million
Q2 2024

Jul 15, 2024
SELL
$455.1 - $504.28 $417,326 - $462,424
-917 Reduced 10.52%
7,801 $3.9 Million
Q1 2024

Apr 15, 2024
SELL
$429.43 - $481.35 $262,811 - $294,586
-612 Reduced 6.56%
8,718 $4.19 Million
Q4 2023

Feb 06, 2024
SELL
$377.32 - $438.19 $310,534 - $360,630
-823 Reduced 8.11%
9,330 $4.08 Million
Q3 2023

Nov 03, 2023
SELL
$392.7 - $420.68 $274,104 - $293,634
-698 Reduced 6.43%
10,153 $3.99 Million
Q2 2023

Jul 31, 2023
BUY
$371.44 - $407.28 $146,718 - $160,875
395 Added 3.78%
10,851 $4.42 Million
Q1 2023

May 04, 2023
SELL
$348.66 - $382.94 $358,771 - $394,045
-1,029 Reduced 8.96%
10,456 $3.93 Million
Q4 2022

Feb 13, 2023
SELL
$327.64 - $374.54 $900,682 - $1.03 Million
-2,749 Reduced 19.31%
11,485 $4.04 Million
Q3 2022

Nov 14, 2022
SELL
$328.3 - $395.04 $362,443 - $436,124
-1,104 Reduced 7.2%
14,234 $4.67 Million
Q2 2022

Aug 15, 2022
SELL
$337.07 - $419.85 $200,219 - $249,390
-594 Reduced 3.73%
15,338 $5.32 Million
Q1 2022

May 16, 2022
SELL
$382.7 - $439.25 $194,028 - $222,699
-507 Reduced 3.08%
15,932 $6.62 Million
Q4 2021

Feb 15, 2022
BUY
$394.21 - $439.01 $6.25 Million - $6.96 Million
15,858 Added 2729.43%
16,439 $7.18 Million
Q3 2021

Nov 12, 2021
SELL
$390.68 - $416.73 $21,096 - $22,503
-54 Reduced 8.5%
581 $229,000
Q1 2021

May 17, 2021
BUY
$339.03 - $365.24 $14,917 - $16,070
44 Added 7.45%
635 $231,000
Q4 2020

Feb 16, 2021
BUY
$299.82 - $343.69 $177,193 - $203,120
591 New
591 $203,000

Others Institutions Holding VOO

# of Institutions
3,558
Shares Held
477M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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  • Ticker VOO
  • Sector ETFs
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More about VOO
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