SFS
Sowell Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
7,633
-23
| -0.3% | -$5.45K | 0.07% | 288 |
|
|
2025
Q1 | $1.7M | Buy |
+7,656
| New | +$1.7M | 0.08% | 274 |
|
|
2024
Q4 | – | Sell |
-23,889
| Closed | -$5.68M | – | 607 |
|
|
2024
Q3 | $5.68M | Buy |
23,889
+12,151
| +104% | +$2.89M | 0.26% | 96 |
|
|
2024
Q2 | $2.57M | Sell |
11,738
-1,450
| -11% | -$317K | 0.12% | 175 |
|
|
2024
Q1 | $3.02M | Sell |
13,188
-4,193
| -24% | -$959K | 0.14% | 164 |
|
|
2023
Q4 | $3.71M | Sell |
17,381
-295
| -2% | -$62.9K | 0.2% | 126 |
|
|
2023
Q3 | $3.34M | Sell |
17,676
-1,822
| -9% | -$344K | 0.21% | 127 |
|
|
2023
Q2 | $3.88M | Sell |
19,498
-1,164
| -6% | -$232K | 0.22% | 111 |
|
|
2023
Q1 | $3.92M | Sell |
20,662
-13,583
| -40% | -$2.57M | 0.3% | 75 |
|
|
2022
Q4 | $6.29M | Buy |
34,245
+12,740
| +59% | +$2.34M | 0.41% | 54 |
|
|
2022
Q3 | $3.68M | Buy |
+21,505
| New | +$3.68M | 0.37% | 76 |
|
|
2022
Q1 | – | Sell |
-17,693
| Closed | -$4M | – | 503 |
|
|
2021
Q4 | $4M | Sell |
17,693
-2,788
| -14% | -$630K | 0.23% | 96 |
|
|
2021
Q3 | $4.48M | Buy |
20,481
+739
| +4% | +$162K | 0.3% | 80 |
|
|
2021
Q2 | $4.45M | Sell |
19,742
-128,163
| -87% | -$28.9M | 0.29% | 89 |
|
|
2021
Q1 | $32.7M | Sell |
147,905
-14,371
| -9% | -$3.18M | 1.14% | 11 |
|
|
2020
Q4 | $31.6M | Sell |
162,276
-2,205
| -1% | -$429K | 1.35% | 11 |
|
|
2020
Q3 | $25.3M | Buy |
164,481
+16,221
| +11% | +$2.49M | 1.26% | 11 |
|
|
2020
Q2 | $21.6M | Buy |
148,260
+65,463
| +79% | +$9.54M | 1.19% | 15 |
|
|
2020
Q1 | $9.56M | Buy |
82,797
+71,679
| +645% | +$8.27M | 0.71% | 24 |
|
|
2019
Q4 | $1.84M | Buy |
11,118
+1,866
| +20% | +$309K | 0.14% | 160 |
|
|
2019
Q3 | $1.42M | Buy |
+9,252
| New | +$1.42M | 0.12% | 179 |
|
|
2019
Q1 | $1.05M | Sell |
6,897
-143
| -2% | -$21.9K | 0.12% | 188 |
|
|
2018
Q4 | $929K | Buy |
+7,040
| New | +$929K | 0.13% | 173 |
|
|
2018
Q3 | – | Sell |
-7,764
| Closed | -$1.24M | – | 446 |
|
|
2018
Q2 | $1.24M | Sell |
7,764
-385
| -5% | -$61.4K | 0.26% | 89 |
|
|
2018
Q1 | $1.21M | Sell |
8,149
-1,267
| -13% | -$187K | 0.3% | 77 |
|
|
2017
Q4 | $1.43M | Sell |
9,416
-950
| -9% | -$144K | 0.35% | 68 |
|
|
2017
Q3 | $1.48M | Sell |
10,366
-1,179
| -10% | -$169K | 0.39% | 64 |
|
|
2017
Q2 | $1.57M | Buy |
11,545
+1,422
| +14% | +$194K | 0.45% | 56 |
|
|
2017
Q1 | $1.36M | Buy |
10,123
+950
| +10% | +$127K | 0.4% | 63 |
|
|
2016
Q4 | $1.24M | Buy |
+9,173
| New | +$1.24M | 0.41% | 65 |
|