Sovereign Financial Group, Inc. Vanguard S&P Small Cap 600 Val Transaction History

Sovereign Financial Group, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$71.39 - $87.62 $24,486 - $30,053	343 Added 17.05%	2,355 $336,000
Q2 2022 Aug 15, 2022	SELL	$74.83 - $89.39 $7,632 - $9,117	-102 Reduced 4.82%	2,012 $310,000
Q1 2022 May 16, 2022	SELL	$83.93 - $92.65 $13,260 - $14,638	-158 Reduced 6.95%	2,114 $375,000
Q4 2021 Feb 15, 2022	SELL	$85.88 - $95.79 $169,784 - $189,376	-1,977 Reduced 46.53%	2,272 $410,000
Q3 2021 Nov 12, 2021	BUY	$83.18 - $91.93 $121,609 - $134,401	1,462 Added 52.46%	4,249 $739,000
Q1 2021 May 17, 2021	BUY	$69.33 - $93.17 $193,222 - $259,664	2,787 New	2,787 $485,000

172

6.5M

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