Sowell Financial Services LLC Vanguard Mid Cap Growth Index Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$177.43 - $203.61 $298,437 - $342,472	1,682 New	1,682 $327,000
Q2 2021 Aug 05, 2021	SELL	$210.91 - $237.31 $1.55 Million - $1.74 Million	-7,331 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$204.75 - $230.34 $157,248 - $176,901	-768 Reduced 9.48%	7,331 $1.6 Million
Q4 2020 Jan 13, 2021	BUY	$178.76 - $215.29 $94,742 - $114,103	530 Added 7.0%	8,099 $1.72 Million
Q3 2020 Nov 12, 2020	SELL	$166.29 - $188.98 $96,780 - $109,986	-582 Reduced 7.14%	7,569 $1.36 Million
Q2 2020 Aug 13, 2020	BUY	$120.77 - $169.89 $847,322 - $1.19 Million	7,016 Added 618.15%	8,151 $1.35 Million
Q1 2020 May 12, 2020	SELL	$108.51 - $170.49 $897,594 - $1.41 Million	-8,272 Reduced 87.93%	1,135 $144,000
Q4 2019 Feb 07, 2020	BUY	$144.1 - $159.03 $56,775 - $62,657	394 Added 4.37%	9,407 $0
Q3 2019 Nov 14, 2019	BUY	$147.12 - $150.91 $401,490 - $411,833	2,729 Added 43.43%	9,013 $1.34 Million
Q1 2019 May 15, 2019	BUY	N/A	6,284 New	6,284 $0

Others Institutions Holding VOT

# of Institutions

975

Shares Held

38.2M

Call Options Held

26.7K

Put Options Held

5.6K

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