Sovereign Financial Group, Inc. Vanguard Intermediate Term Cor Transaction History

Sovereign Financial Group, Inc.

$426 Million
Q4 2024

A detailed history of Sovereign Financial Group, Inc. transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 7,764 shares of VCIT stock, worth $629,427. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,764

Previous 4,199 84.9%

Holding current value

$629,427

Previous $351,000 77.49%

% of portfolio

0.15%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$80.13 - $83.77 $285,663 - $298,640	3,565 Added 84.9%	7,764 $623,000
Q3 2024 Oct 08, 2024	SELL	$79.29 - $84.02 $16,016 - $16,972	-202 Reduced 4.59%	4,199 $351,000
Q2 2024 Jul 15, 2024	BUY	$77.99 - $80.49 $77 - $80	1 Added 0.02%	4,401 $351,000
Q1 2024 Apr 15, 2024	BUY	$79.39 - $81.28 $8,097 - $8,290	102 Added 2.37%	4,400 $354,000
Q4 2023 Feb 06, 2024	BUY	$73.81 - $81.64 $317,235 - $350,888	4,298 New	4,298 $349,000
Q2 2022 Aug 15, 2022	SELL	$78.1 - $85.93 $251,325 - $276,522	-3,218 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$85.05 - $92.24 $104,781 - $113,639	-1,232 Reduced 27.69%	3,218 $277,000
Q4 2021 Feb 15, 2022	SELL	$92.55 - $94.67 $51,920 - $53,109	-561 Reduced 11.2%	4,450 $413,000
Q3 2021 Nov 12, 2021	SELL	$94.41 - $96.13 $139,065 - $141,599	-1,473 Reduced 22.72%	5,011 $473,000
Q1 2021 May 17, 2021	BUY	$92.62 - $97.02 $122,999 - $128,842	1,328 Added 25.76%	6,484 $603,000
Q4 2020 Feb 16, 2021	BUY	$95.37 - $97.17 $491,727 - $501,008	5,156 New	5,156 $501,000

Others Institutions Holding VCIT

# of Institutions

1,204

Shares Held

493M

Call Options Held

37.7K

Put Options Held

125K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
Sector ETFs
Industry ETFs

More about VCIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovereign Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Financial Group, Inc. with notifications on news.

Account

Sovereign Financial Group, Inc. Vanguard Intermediate Term Cor Transaction History