Sowell Financial Services LLC Vanguard Transaction History

Sowell Financial Services LLC

$2.34 Billion
Q2 2025

A detailed history of Sowell Financial Services LLC transactions in Vanguard stock. As of the latest transaction made, Sowell Financial Services LLC holds 35,440 shares of VGSH stock, worth $2.08 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

35,440

Previous 31,870 11.2%

Holding current value

$2.08 Million

Previous $1.87 Million 11.34%

% of portfolio

0.09%

Previous 0.09%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$58.32 - $58.95 $208,202 - $210,451	3,570 Added 11.2%	35,440 $2.08 Million
Q1 2025 Apr 17, 2025	BUY	$58.07 - $58.69 $526,578 - $532,200	9,068 Added 39.77%	31,870 $1.87 Million
Q4 2024 Feb 07, 2025	BUY	$58.02 - $58.88 $688,001 - $698,199	11,858 Added 108.35%	22,802 $1.33 Million
Q3 2024 Oct 04, 2024	SELL	$57.74 - $59.13 $1.04 Million - $1.07 Million	-18,043 Reduced 62.25%	10,944 $645,000
Q2 2024 Aug 13, 2024	SELL	$57.55 - $58.0 $1.41 Million - $1.42 Million	-24,547 Reduced 45.85%	28,987 $1.68 Million
Q1 2024 May 03, 2024	SELL	$57.88 - $58.54 $64,594 - $65,330	-1,116 Reduced 2.04%	53,534 $3.11 Million
Q4 2023 Jan 24, 2024	SELL	$57.34 - $58.41 $1.67 Million - $1.7 Million	-29,076 Reduced 34.73%	54,650 $3.19 Million
Q3 2023 Nov 08, 2023	BUY	$57.47 - $57.91 $1.56 Million - $1.58 Million	27,212 Added 48.15%	83,726 $4.82 Million
Q2 2023 Aug 14, 2023	BUY	$57.72 - $58.69 $3.26 Million - $3.32 Million	56,514 New	56,514 $3.26 Million
Q4 2022 Feb 09, 2023	BUY	$57.38 - $58.13 $2.58 Million - $2.61 Million	44,944 Added 224.54%	64,960 $3.76 Million
Q3 2022 Nov 15, 2022	BUY	$57.67 - $59.08 $1.15 Million - $1.18 Million	20,016 New	20,016 $1.16 Million
Q1 2022 May 13, 2022	SELL	$59.19 - $60.79 $1.23 Million - $1.26 Million	-20,765 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$60.79 - $61.43 $53,252 - $53,812	-876 Reduced 4.05%	20,765 $1.26 Million
Q3 2021 Nov 04, 2021	BUY	$61.39 - $61.54 $333,531 - $334,346	5,433 Added 33.52%	21,641 $1.33 Million
Q2 2021 Aug 05, 2021	BUY	$61.41 - $61.64 $130,680 - $131,169	2,128 Added 15.11%	16,208 $996,000
Q1 2021 May 07, 2021	BUY	$61.49 - $61.63 $164,854 - $165,230	2,681 Added 23.52%	14,080 $866,000
Q4 2020 Jan 13, 2021	BUY	$61.6 - $62.06 $219,542 - $221,181	3,564 Added 45.49%	11,399 $702,000
Q3 2020 Nov 12, 2020	BUY	$62.07 - $62.21 $204,706 - $205,168	3,298 Added 72.69%	7,835 $487,000
Q2 2020 Aug 13, 2020	BUY	$62.08 - $62.28 $158,366 - $158,876	2,551 Added 128.45%	4,537 $282,000
Q1 2020 May 12, 2020	BUY	$60.83 - $62.34 $55,659 - $57,041	915 Added 85.43%	1,986 $124,000
Q4 2019 Feb 07, 2020	BUY	$60.69 - $61.1 $6,857 - $6,904	113 Added 11.8%	1,071 $0
Q3 2019 Nov 14, 2019	BUY	$60.71 - $60.94 $58,160 - $58,380	958 New	958 $58,000
Q4 2018 Mar 05, 2019	SELL	N/A	-22,103 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	22,103 New	22,103 $1.74 Million

Others Institutions Holding VGSH

# of Institutions

1,037

Shares Held

282M

Call Options Held

6.2K

Put Options Held

400

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Sowell Financial Services LLC Vanguard Transaction History