Sowell Financial Services LLC Vanguard Dividend Appreciation Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sowell Financial Services LLC holds 31,854 shares of VIG stock, worth $5.8 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
31,854
Previous 31,287 1.81%
Holding current value
$5.8 Million
Previous $5.71 Million 1.59%
% of portfolio
0.28%
Previous 0.28%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$182.15 - $182.15 $103,279 - $103,279
567 Added 1.81%
31,854 $5.8 Million
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $319,620 - $341,674
-1,844 Reduced 5.57%
31,287 $5.71 Million
Q1 2024

May 03, 2024
SELL
$168.47 - $182.98 $323,967 - $351,870
-1,923 Reduced 5.49%
33,131 $6.05 Million
Q4 2023

Jan 24, 2024
BUY
$150.16 - $171.16 $2.6 Million - $2.97 Million
17,343 Added 97.92%
35,054 $5.97 Million
Q3 2023

Nov 08, 2023
SELL
$155.38 - $166.95 $219,396 - $235,733
-1,412 Reduced 7.38%
17,711 $2.75 Million
Q2 2023

Aug 14, 2023
BUY
$152.74 - $162.43 $1.09 Million - $1.16 Million
7,151 Added 59.73%
19,123 $3.11 Million
Q1 2023

May 12, 2023
SELL
$147.24 - $158.33 $1.04 Million - $1.12 Million
-7,074 Reduced 37.14%
11,972 $1.84 Million
Q4 2022

Feb 09, 2023
BUY
$144.84 - $158.71 $931,466 - $1.02 Million
6,431 Added 50.98%
19,046 $2.89 Million
Q3 2022

Nov 15, 2022
SELL
N/A
-950 Reduced 7.0%
12,615 $1.71 Million
Q2 2022

Aug 15, 2022
BUY
N/A
3,014 Added 28.57%
13,565 $1.95 Million
Q1 2022

May 13, 2022
SELL
N/A
-7,456 Reduced 41.41%
10,551 $1.66 Million
Q4 2021

Feb 09, 2022
SELL
N/A
-885 Reduced 4.68%
18,007 $3.09 Million
Q3 2021

Nov 04, 2021
SELL
N/A
-4,366 Reduced 18.77%
18,892 $2.9 Million
Q2 2021

Aug 05, 2021
SELL
N/A
-12,357 Reduced 34.7%
23,258 $3.6 Million
Q1 2021

May 07, 2021
BUY
N/A
16,409 Added 85.44%
35,615 $5.55 Million
Q4 2020

Jan 13, 2021
BUY
N/A
1,488 Added 8.4%
19,206 $2.71 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-15,699 Reduced 46.98%
17,718 $2.28 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-1,554 Reduced 4.44%
33,417 $3.92 Million
Q1 2020

May 12, 2020
BUY
N/A
14,856 Added 73.86%
34,971 $3.62 Million
Q4 2019

Feb 07, 2020
BUY
N/A
7,092 Added 54.46%
20,115 $0
Q3 2019

Nov 14, 2019
SELL
N/A
-7,011 Reduced 35.0%
13,023 $1.56 Million
Q1 2019

May 15, 2019
SELL
N/A
-3,733 Reduced 15.71%
20,034 $0
Q4 2018

Mar 05, 2019
BUY
N/A
14,211 Added 148.71%
23,767 $2.33 Million
Q3 2018

Nov 13, 2018
BUY
N/A
144 Added 1.53%
9,556 $1.06 Million
Q2 2018

Aug 14, 2018
BUY
N/A
420 Added 4.67%
9,412 $996,000
Q1 2018

May 10, 2018
BUY
N/A
77 Added 0.86%
8,992 $888,000
Q4 2017

Jan 29, 2018
SELL
N/A
-15 Reduced 0.17%
8,915 $945,000
Q3 2017

Nov 07, 2017
BUY
N/A
8,930
8,930 $864,000

Others Institutions Holding VIG

# of Institutions
2,274
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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