Sowell Financial Services LLC Vanguard Financial ETF Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	BUY	$75.42 - $93.29 $1.7 Million - $2.1 Million	22,505 New	22,505 $4.41 Million
Q1 2022 May 13, 2022	SELL	$87.26 - $101.75 $904,188 - $1.05 Million	-10,362 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$92.72 - $100.95 $4,079 - $4,441	-44 Reduced 0.42%	10,362 $1 Million
Q3 2021 Nov 04, 2021	BUY	$86.32 - $96.09 $898,245 - $999,912	10,406 New	10,406 $970,000
Q2 2021 Aug 05, 2021	SELL	$85.53 - $94.49 $866,247 - $956,994	-10,128 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$71.74 - $86.71 $603,763 - $729,751	8,416 Added 491.59%	10,128 $939,000
Q4 2020 Jan 13, 2021	BUY	$58.32 - $72.85 $9,272 - $11,583	159 Added 10.24%	1,712 $125,000
Q3 2020 Nov 12, 2020	BUY	$55.49 - $62.22 $9,322 - $10,452	168 Added 12.13%	1,553 $91,000
Q2 2020 Aug 13, 2020	BUY	$47.38 - $65.88 $65,621 - $91,243	1,385 New	1,385 $79,000
Q1 2020 May 12, 2020	SELL	$42.8 - $77.51 $237,240 - $429,637	-5,543 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$66.8 - $76.51 $365,329 - $418,433	5,469 Added 7390.54%	5,543 $0
Q3 2019 Nov 14, 2019	BUY	$69.67 - $71.37 $5,155 - $5,281	74 New	74 $5,000
Q3 2018 Nov 13, 2018	SELL	N/A	-2,954 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	2,954 New	2,954 $207,000
Q4 2017 Jan 29, 2018	SELL	N/A	-13,991 Closed	0 $0
Q3 2017 Nov 07, 2017	BUY	N/A	13,991	13,991 $939,000

Others Institutions Holding VFH

# of Institutions

689

Shares Held

52.3M

Call Options Held

45K

Put Options Held

10.5K

About VANGUARD FINANCIAL ETF

Ticker VFH
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