Sowell Financial Services LLC Vanguard Small Cap Growth ETF Transaction History

Sowell Financial Services LLC

$2.09 Billion
Q1 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$198.77 - $233.54 $405,689 - $476,655	2,041 New	2,041 $441,000
Q2 2022 Aug 15, 2022	BUY	N/A	283,720 New	283,720 $55.6 Million
Q1 2022 May 13, 2022	SELL	N/A	-11,239 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	N/A	11,239 New	11,239 $3.17 Million
Q2 2021 Aug 05, 2021	SELL	N/A	-6,622 Closed	0 $0

Q1 2021 May 07, 2021	BUY	N/A	1,528 Added 30.0%	6,622 $1.81 Million
Q4 2020 Jan 13, 2021	SELL	N/A	-37 Reduced 0.72%	5,094 $1.36 Million
Q3 2020 Nov 12, 2020	BUY	N/A	47 Added 0.92%	5,131 $1.1 Million
Q2 2020 Aug 13, 2020	BUY	N/A	1,403 Added 38.11%	5,084 $1.02 Million
Q1 2020 May 12, 2020	SELL	N/A	-477 Reduced 11.47%	3,681 $553,000
Q4 2019 Feb 07, 2020	BUY	N/A	1,453 Added 53.72%	4,158 $0
Q3 2019 Nov 14, 2019	BUY	N/A	500 Added 22.68%	2,705 $492,000
Q1 2019 May 15, 2019	BUY	N/A	280 Added 14.55%	2,205 $0
Q4 2018 Mar 05, 2019	BUY	N/A	1,925 New	1,925 $290,000
Q3 2018 Nov 13, 2018	SELL	N/A	-2,319 Closed	0 $0
Q1 2018 May 10, 2018	SELL	N/A	-8 Reduced 0.34%	2,319 $383,000
Q4 2017 Jan 29, 2018	BUY	N/A	2,327	2,327 $386,000

Others Institutions Holding VBK

# of Institutions

1,068

Shares Held

39.7M

Call Options Held

45.9K

Put Options Held

17.7K

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