Sowell Financial Services LLC Vanguard Utilities ETF Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$138.76 - $148.08 $845,048 - $901,807	-6,090 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$128.27 - $140.64 $129,424 - $141,905	1,009 Added 19.86%	6,090 $878,000
Q4 2020 Jan 13, 2021	BUY	$130.28 - $145.52 $358,009 - $399,888	2,748 Added 117.79%	5,081 $697,000
Q3 2020 Nov 12, 2020	SELL	$124.0 - $134.49 $673,196 - $730,146	-5,429 Reduced 69.94%	2,333 $301,000
Q2 2020 Aug 13, 2020	BUY	$113.96 - $138.05 $820,625 - $994,098	7,201 Added 1283.6%	7,762 $960,000
Q1 2020 May 12, 2020	BUY	$98.62 - $156.1 $4,437 - $7,024	45 Added 8.72%	561 $68,000
Q4 2019 Feb 07, 2020	BUY	$136.01 - $143.77 $27,202 - $28,754	200 Added 63.29%	516 $0
Q3 2019 Nov 14, 2019	SELL	$138.86 - $144.54 $980,212 - $1.02 Million	-7,059 Reduced 95.72%	316 $45,000
Q1 2019 May 15, 2019	BUY	N/A	7,375 New	7,375 $0

Others Institutions Holding VPU

# of Institutions

572

Shares Held

12.6M

Call Options Held

37.4K

Put Options Held

9.9K

About VANGUARD UTILITIES ETF

Ticker VPU
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