Sovereign Financial Group, Inc. Vanguard Mid Cap Growth Index Transaction History

Sovereign Financial Group, Inc.

$514 Million
Q3 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 1,811 shares of VOT stock, worth $534,589. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,811

Previous 1,855 2.37%

Holding current value

$534,589

Previous $527,000 0.95%

% of portfolio

0.1%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$282.75 - $294.19 $12,441 - $12,944	-44 Reduced 2.37%	1,811 $532,000
Q2 2025 Jul 25, 2025	BUY	$216.28 - $284.39 $1,946 - $2,559	9 Added 0.49%	1,855 $527,000
Q1 2025 Apr 11, 2025	SELL	$237.72 - $276.98 $1,426 - $1,661	-6 Reduced 0.32%	1,846 $450,000
Q4 2024 Jan 14, 2025	BUY	$241.48 - $274.89 $5,071 - $5,772	21 Added 1.15%	1,852 $469,000
Q2 2024 Jul 15, 2024	SELL	$218.75 - $234.97 $13,343 - $14,333	-61 Reduced 3.22%	1,831 $420,000
Q1 2024 Apr 15, 2024	SELL	$212.21 - $235.79 $77,881 - $86,534	-367 Reduced 16.25%	1,892 $446,000
Q4 2023 Feb 06, 2024	BUY	$180.9 - $221.2 $408,653 - $499,690	2,259 New	2,259 $496,000

Others Institutions Holding VOT

# of Institutions

1,125

Shares Held

40.2M

Call Options Held

18K

Put Options Held

7.8K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

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 Mid Cap Growth Index Transaction History