Sovereign Financial Group, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Sovereign Financial Group, Inc.

$470 Million
Q2 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 71,036 shares of BIV stock, worth $5.48 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

71,036

Previous 67,276 5.59%

Holding current value

$5.48 Million

Previous $5.14 Million 6.87%

% of portfolio

1.17%

Previous 1.21%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$75.05 - $77.34 $282,188 - $290,798	3,760 Added 5.59%	71,036 $5.49 Million
Q1 2025 Apr 11, 2025	BUY	$73.78 - $76.59 $539,848 - $560,409	7,317 Added 12.2%	67,276 $5.14 Million
Q4 2024 Jan 14, 2025	BUY	$74.5 - $78.37 $429,567 - $451,881	5,766 Added 10.64%	59,959 $4.48 Million
Q3 2024 Oct 08, 2024	BUY	$74.26 - $78.84 $176,070 - $186,929	2,371 Added 4.58%	54,193 $4.25 Million
Q2 2024 Jul 15, 2024	BUY	$73.13 - $75.43 $264,511 - $272,830	3,617 Added 7.5%	51,822 $3.88 Million
Q1 2024 Apr 15, 2024	BUY	$74.51 - $76.61 $77,341 - $79,521	1,038 Added 2.2%	48,205 $3.63 Million
Q4 2023 Feb 06, 2024	SELL	$70.49 - $76.74 $222,959 - $242,728	-3,163 Reduced 6.28%	47,167 $3.6 Million
Q3 2023 Nov 03, 2023	BUY	$72.11 - $75.67 $285,050 - $299,123	3,953 Added 8.52%	50,330 $3.64 Million
Q2 2023 Jul 31, 2023	BUY	$74.96 - $77.47 $701,925 - $725,429	9,364 Added 25.3%	46,377 $3.49 Million
Q1 2023 May 04, 2023	BUY	$73.57 - $77.31 $494,463 - $519,600	6,721 Added 22.19%	37,013 $2.84 Million
Q4 2022 Feb 13, 2023	SELL	$71.64 - $76.32 $632,437 - $673,752	-8,828 Reduced 22.57%	30,292 $2.25 Million
Q3 2022 Nov 14, 2022	BUY	$72.72 - $79.93 $159,765 - $175,606	2,197 Added 5.95%	39,120 $2.88 Million
Q2 2022 Aug 15, 2022	BUY	$75.37 - $81.44 $521,485 - $563,483	6,919 Added 23.06%	36,923 $2.87 Million
Q1 2022 May 16, 2022	BUY	$81.03 - $87.06 $706,500 - $759,076	8,719 Added 40.96%	30,004 $2.46 Million
Q4 2021 Feb 15, 2022	BUY	$87.51 - $89.66 $1.6 Million - $1.64 Million	18,328 Added 619.82%	21,285 $1.87 Million
Q3 2021 Nov 12, 2021	SELL	$89.41 - $91.32 $106,844 - $109,127	-1,195 Reduced 28.78%	2,957 $264,000
Q1 2021 May 17, 2021	BUY	$88.61 - $92.83 $122,724 - $128,569	1,385 Added 50.05%	4,152 $368,000
Q4 2020 Feb 16, 2021	BUY	$92.55 - $93.62 $256,085 - $259,046	2,767 New	2,767 $257,000

Others Institutions Holding BIV

# of Institutions

1,013

Shares Held

192M

Call Options Held

8.6K

Put Options Held

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Sovereign Financial Group, Inc. Vanguard Bd Index Fd Inc Inter Transaction History