Sowell Financial Services LLC Vanguard Mid Cap Value Index F 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	$126.74 - $147.12 $363,997 - $422,528	2,872 New	2,872 $385,000
Q2 2021 Aug 05, 2021	SELL	$136.19 - $145.71 $113,854 - $121,813	-836 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$116.81 - $138.13 $55,951 - $66,164	479 Added 134.17%	836 $120,000
Q4 2020 Jan 13, 2021	BUY	$100.82 - $119.56 $7,460 - $8,847	74 Added 26.15%	357 $42,000
Q3 2020 Nov 12, 2020	BUY	$93.59 - $106.12 $1,684 - $1,910	18 Added 6.79%	283 $29,000
Q2 2020 Aug 13, 2020	BUY	$75.66 - $107.24 $1,513 - $2,144	20 Added 8.16%	265 $25,000
Q1 2020 May 12, 2020	SELL	$68.69 - $121.9 $108,049 - $191,748	-1,573 Reduced 86.52%	245 $20,000
Q4 2019 Feb 07, 2020	BUY	$108.67 - $119.8 $77,373 - $85,297	712 Added 64.38%	1,818 $0
Q3 2019 Nov 14, 2019	SELL	$112.16 - $114.13 $132,236 - $134,559	-1,179 Reduced 51.6%	1,106 $125,000
Q1 2019 May 15, 2019	BUY	N/A	63 Added 2.84%	2,285 $0
Q4 2018 Mar 05, 2019	BUY	N/A	2,222 New	2,222 $212,000

Others Institutions Holding VOE

# of Institutions

1,107

Shares Held

68M

Call Options Held

28.7K

Put Options Held

1.8K

About VANGUARD MID-CAP VALUE INDEX F

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