Sowell Financial Services LLC Vanguard World Fd Esg Intl Stk 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
Q1 2023 May 12, 2023	BUY	$49.49 - $54.07 $242,303 - $264,726	4,896 New	4,896 $256,000
Q2 2021 Aug 05, 2021	SELL	$61.69 - $65.78 $374,828 - $399,679	-6,076 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$59.52 - $63.83 $78,804 - $84,510	1,324 Added 27.86%	6,076 $386,000
Q4 2020 Jan 13, 2021	SELL	$50.72 - $59.51 $95,556 - $112,116	-1,884 Reduced 28.39%	4,752 $282,000
Q3 2020 Nov 12, 2020	BUY	$48.36 - $53.16 $25,340 - $27,855	524 Added 8.57%	6,636 $342,000
Q2 2020 Aug 13, 2020	BUY	$39.4 - $50.07 $52,993 - $67,344	1,345 Added 28.21%	6,112 $294,000
Q1 2020 May 12, 2020	BUY	$36.37 - $54.44 $47,717 - $71,425	1,312 Added 37.97%	4,767 $196,000
Q4 2019 Feb 07, 2020	BUY	$48.03 - $53.57 $79,009 - $88,122	1,645 Added 90.88%	3,455 $0
Q3 2019 Nov 14, 2019	BUY	$49.13 - $50.3 $88,925 - $91,043	1,810 New	1,810 $89,000

Others Institutions Holding VSGX

# of Institutions

364

Shares Held

17.7M

Call Options Held

0

Put Options Held

0

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