SFS
Sowell Financial Services’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Sell |
84,312
-7,049
| -8% | -$519K | 0.25% | 85 |
|
|
2025
Q1 | $6.71M | Sell |
91,361
-7,766
| -8% | -$570K | 0.31% | 67 |
|
|
2024
Q4 | $7.13M | Buy |
99,127
+13,023
| +15% | +$936K | 0.37% | 56 |
|
|
2024
Q3 | $6.47M | Buy |
86,104
+37,998
| +79% | +$2.85M | 0.3% | 79 |
|
|
2024
Q2 | $3.47M | Buy |
48,106
+4,581
| +11% | +$330K | 0.17% | 141 |
|
|
2024
Q1 | $3.16M | Buy |
43,525
+4,738
| +12% | +$344K | 0.15% | 156 |
|
|
2023
Q4 | $2.85M | Buy |
38,787
+2,912
| +8% | +$214K | 0.15% | 155 |
|
|
2023
Q3 | $2.5M | Sell |
35,875
-10,691
| -23% | -$746K | 0.16% | 153 |
|
|
2023
Q2 | $3.39M | Sell |
46,566
-23,378
| -33% | -$1.7M | 0.19% | 125 |
|
|
2023
Q1 | $5.16M | Sell |
69,944
-19,343
| -22% | -$1.43M | 0.4% | 51 |
|
|
2022
Q4 | $6.41M | Buy |
89,287
+17,714
| +25% | +$1.27M | 0.42% | 51 |
|
|
2022
Q3 | $5.11M | Sell |
71,573
-133,416
| -65% | -$9.52M | 0.51% | 45 |
|
|
2022
Q2 | $15.7M | Buy |
+204,989
| New | +$15.7M | 1.45% | 9 |
|
|
2022
Q1 | – | Sell |
-61,637
| Closed | -$5.22M | – | 202 |
|
|
2021
Q4 | $5.22M | Sell |
61,637
-11,167
| -15% | -$946K | 0.3% | 72 |
|
|
2021
Q3 | $6.22M | Buy |
72,804
+1,939
| +3% | +$166K | 0.42% | 52 |
|
|
2021
Q2 | $6.09M | Sell |
70,865
-529,349
| -88% | -$45.5M | 0.4% | 60 |
|
|
2021
Q1 | $51.2M | Buy |
600,214
+93,757
| +19% | +$8M | 1.78% | 6 |
|
|
2020
Q4 | $44.7M | Buy |
506,457
+37,984
| +8% | +$3.35M | 1.91% | 6 |
|
|
2020
Q3 | $41.3M | Buy |
468,473
+63,954
| +16% | +$5.64M | 2.06% | 5 |
|
|
2020
Q2 | $35.7M | Buy |
404,519
+195,481
| +94% | +$17.3M | 1.96% | 5 |
|
|
2020
Q1 | $17.8M | Buy |
209,038
+187,129
| +854% | +$16M | 1.32% | 7 |
|
|
2019
Q4 | $1.84M | Buy |
21,909
+11,918
| +119% | +$999K | 0.14% | 161 |
|
|
2019
Q3 | $844K | Buy |
+9,991
| New | +$844K | 0.07% | 279 |
|
|
2019
Q1 | $678K | Buy |
8,351
+882
| +12% | +$71.6K | 0.08% | 265 |
|
|
2018
Q4 | $592K | Buy |
+7,469
| New | +$592K | 0.08% | 244 |
|
|
2018
Q3 | – | Sell |
-8,290
| Closed | -$657K | – | 373 |
|
|
2018
Q2 | $657K | Sell |
8,290
-112
| -1% | -$8.88K | 0.14% | 140 |
|
|
2018
Q1 | $662K | Buy |
8,402
+2,216
| +36% | +$175K | 0.17% | 129 |
|
|
2017
Q4 | $500K | Buy |
6,186
+2,493
| +68% | +$202K | 0.12% | 157 |
|
|
2017
Q3 | $302K | Buy |
3,693
+378
| +11% | +$30.9K | 0.08% | 197 |
|
|
2017
Q2 | $271K | Buy |
3,315
+725
| +28% | +$59.3K | 0.08% | 203 |
|
|
2017
Q1 | $212K | Buy |
2,590
+380
| +17% | +$31.1K | 0.06% | 232 |
|
|
2016
Q4 | $178K | Buy |
+2,210
| New | +$178K | 0.06% | 202 |
|