Sowell Financial Services LLC Vanguard Mega Cap Value Transaction History

Sowell Financial Services LLC

$2.34 Billion
Q2 2025

A detailed history of Sowell Financial Services LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Sowell Financial Services LLC holds 13,609 shares of MGV stock, worth $1.79 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

13,609

Previous 13,497 0.83%

Holding current value

$1.79 Million

Previous $1.72 Million 3.9%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$114.87 - $131.25 $12,865 - $14,700	112 Added 0.83%	13,609 $1.79 Million
Q1 2025 Apr 17, 2025	BUY	$123.61 - $133.01 $1.67 Million - $1.8 Million	13,497 New	13,497 $1.72 Million
Q2 2021 Aug 05, 2021	SELL	$95.62 - $101.99 $129,660 - $138,298	-1,356 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$85.78 - $95.86 $89,554 - $100,077	1,044 Added 334.62%	1,356 $137,000
Q4 2020 Jan 13, 2021	BUY	$74.22 - $86.87 $12,394 - $14,507	167 Added 115.17%	312 $27,000
Q3 2020 Nov 12, 2020	BUY	$72.37 - $80.17 $144 - $160	2 Added 1.4%	145 $11,000
Q2 2020 Aug 13, 2020	BUY	$63.17 - $80.68 $63 - $80	1 Added 0.7%	143 $10,000
Q4 2019 Feb 07, 2020	BUY	$78.27 - $87.77 $156 - $175	2 Added 1.43%	142 $0
Q3 2019 Nov 14, 2019	BUY	$80.82 - $82.14 $11,314 - $11,499	140 New	140 $11,000

Others Institutions Holding MGV

# of Institutions

541

Shares Held

51.9M

Call Options Held

2.3K

Put Options Held

200

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About VANGUARD MEGA CAP VALUE

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Sowell Financial Services LLC Vanguard Mega Cap Value Transaction History