Sowell Financial Services LLC Vanguard Index Fds S&P 500 ETF Transaction History

Sowell Financial Services LLC

$2.11 Billion
Q1 2025

A detailed history of Sowell Financial Services LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 20,719 shares of VOO stock, worth $10.5 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

20,719

Previous 18,095 14.5%

Holding current value

$10.5 Million

Previous $9.75 Million 9.21%

% of portfolio

0.5%

Previous 0.53%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$507.05 - $563.67 $1.33 Million - $1.48 Million	2,624 Added 14.5%	20,719 $10.6 Million
Q4 2024 Feb 07, 2025	SELL	$521.84 - $558.82 $1.88 Million - $2.02 Million	-3,607 Reduced 16.62%	18,095 $9.75 Million
Q3 2024 Oct 04, 2024	SELL	$475.2 - $527.7 $1.4 Million - $1.56 Million	-2,956 Reduced 11.99%	21,702 $11.5 Million
Q2 2024 Aug 13, 2024	SELL	$455.1 - $504.28 $515,628 - $571,349	-1,133 Reduced 4.39%	24,658 $12.3 Million
Q1 2024 May 03, 2024	SELL	$429.43 - $481.35 $532,922 - $597,355	-1,241 Reduced 4.59%	25,791 $12.4 Million
Q4 2023 Jan 24, 2024	BUY	$377.32 - $438.19 $255,445 - $296,654	677 Added 2.57%	27,032 $11.8 Million
Q3 2023 Nov 08, 2023	BUY	$392.7 - $420.68 $369,530 - $395,859	941 Added 3.7%	26,355 $10.3 Million
Q2 2023 Aug 14, 2023	SELL	$371.44 - $407.28 $5.29 Million - $5.8 Million	-14,245 Reduced 35.92%	25,414 $10.4 Million
Q1 2023 May 12, 2023	SELL	$348.66 - $382.94 $3.19 Million - $3.5 Million	-9,152 Reduced 18.75%	39,659 $14.9 Million
Q4 2022 Feb 09, 2023	SELL	$327.64 - $374.54 $4.03 Million - $4.61 Million	-12,302 Reduced 20.13%	48,811 $17.1 Million
Q3 2022 Nov 15, 2022	BUY	$328.3 - $395.04 $20.1 Million - $24.1 Million	61,113 New	61,113 $20.2 Million
Q2 2022 Aug 15, 2022	SELL	$337.07 - $419.85 $36.4 Million - $45.4 Million	-108,038 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$382.7 - $439.25 $10.8 Million - $12.4 Million	-28,271 Reduced 20.74%	108,038 $24.1 Million
Q4 2021 Feb 09, 2022	BUY	$394.21 - $439.01 $5.55 Million - $6.18 Million	14,072 Added 11.51%	136,309 $59.5 Million
Q3 2021 Nov 04, 2021	BUY	$390.68 - $416.73 $9.74 Million - $10.4 Million	24,941 Added 25.63%	122,237 $48.5 Million
Q2 2021 Aug 05, 2021	SELL	$368.16 - $394.32 $35.4 Million - $38 Million	-96,284 Reduced 49.74%	97,296 $38.4 Million
Q1 2021 May 07, 2021	SELL	$339.03 - $365.24 $1.19 Million - $1.28 Million	-3,518 Reduced 1.78%	193,580 $74.6 Million
Q4 2020 Jan 13, 2021	BUY	$299.82 - $343.69 $4.35 Million - $4.99 Million	14,520 Added 7.95%	197,098 $67.7 Million
Q3 2020 Nov 12, 2020	BUY	$285.37 - $328.74 $19.7 Million - $22.7 Million	69,144 Added 60.96%	182,578 $56.2 Million
Q2 2020 Aug 13, 2020	BUY	$226.15 - $297.17 $9.79 Million - $12.9 Million	43,269 Added 61.67%	113,434 $32.2 Million
Q1 2020 May 12, 2020	BUY	$204.27 - $310.92 $8.93 Million - $13.6 Million	43,727 Added 165.39%	70,165 $16.6 Million
Q4 2019 Feb 07, 2020	SELL	$264.57 - $296.67 $1.17 Million - $1.32 Million	-4,440 Reduced 14.38%	26,438 $7.82 Million
Q3 2019 Nov 14, 2019	BUY	$260.57 - $277.38 $4.5 Million - $4.79 Million	17,258 Added 126.71%	30,878 $8.42 Million
Q1 2019 May 15, 2019	BUY	$224.5 - $261.43 $2.41 Million - $2.81 Million	10,750 Added 374.56%	13,620 $0
Q4 2018 Mar 05, 2019	SELL	$215.07 - $268.24 $12 Million - $14.9 Million	-55,673 Reduced 95.1%	2,870 $660,000
Q3 2018 Nov 13, 2018	BUY	$248.79 - $269.75 $14.6 Million - $15.8 Million	58,543 New	58,543 $8.17 Million

Others Institutions Holding VOO

# of Institutions

3,560

Shares Held

477M

Call Options Held

2.36M

Put Options Held

2.13M

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Sowell Financial Services LLC Vanguard Index Fds S&P 500 ETF Transaction History