Sowell Financial Services LLC Vanguard World Fd Esg U.S. Sto Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$65.27 - $73.55 $1.62 Million - $1.82 Million	24,750 New	24,750 $1.77 Million
Q1 2022 May 13, 2022	SELL	$74.15 - $88.3 $1.41 Million - $1.68 Million	-19,071 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$79.7 - $88.45 $1.52 Million - $1.69 Million	19,071 New	19,071 $1.68 Million
Q2 2021 Aug 05, 2021	SELL	$74.71 - $80.04 $1.5 Million - $1.6 Million	-20,044 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$69.3 - $74.47 $147,609 - $158,621	2,130 Added 11.89%	20,044 $1.55 Million
Q4 2020 Jan 13, 2021	SELL	$60.54 - $70.17 $47,100 - $54,592	-778 Reduced 4.16%	17,914 $1.26 Million
Q3 2020 Nov 12, 2020	SELL	$56.71 - $65.92 $18,771 - $21,819	-331 Reduced 1.74%	18,692 $1.16 Million
Q2 2020 Aug 13, 2020	BUY	$43.65 - $58.01 $455,182 - $604,928	10,428 Added 121.33%	19,023 $1.07 Million
Q1 2020 May 12, 2020	BUY	$39.72 - $60.05 $121,980 - $184,413	3,071 Added 55.59%	8,595 $394,000
Q4 2019 Feb 07, 2020	BUY	$50.36 - $56.77 $131,137 - $147,829	2,604 Added 89.18%	5,524 $0
Q3 2019 Nov 14, 2019	BUY	$51.55 - $52.75 $150,526 - $154,030	2,920 New	2,920 $152,000

Others Institutions Holding ESGV

# of Institutions

544

Shares Held

27.2M

Call Options Held

700

Put Options Held

0

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