SFS
Sowell Financial Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24M | Buy |
87,326
+4,196
| +5% | +$348K | 0.29% | 69 |
|
|
2025
Q1 | $6.8M | Buy |
83,130
+5,740
| +7% | +$469K | 0.31% | 66 |
|
|
2024
Q4 | $6.21M | Buy |
77,390
+736
| +1% | +$59.1K | 0.33% | 67 |
|
|
2024
Q3 | $6.42M | Buy |
76,654
+58,953
| +333% | +$4.94M | 0.3% | 81 |
|
|
2024
Q2 | $1.42M | Sell |
17,701
-62,689
| -78% | -$5.01M | 0.07% | 283 |
|
|
2024
Q1 | $6.47M | Buy |
80,390
+66,694
| +487% | +$5.37M | 0.31% | 78 |
|
|
2023
Q4 | $1.11M | Sell |
13,696
-543
| -4% | -$44.1K | 0.06% | 304 |
|
|
2023
Q3 | $1.08M | Buy |
14,239
+525
| +4% | +$39.9K | 0.07% | 299 |
|
|
2023
Q2 | $1.08M | Buy |
13,714
+363
| +3% | +$28.7K | 0.06% | 338 |
|
|
2023
Q1 | $1.07M | Sell |
13,351
-592
| -4% | -$47.5K | 0.08% | 284 |
|
|
2022
Q4 | $1.08M | Buy |
13,943
+444
| +3% | +$34.4K | 0.07% | 305 |
|
|
2022
Q3 | $1.02M | Buy |
+13,499
| New | +$1.02M | 0.1% | 233 |
|
|
2022
Q2 | – | Sell |
-79,001
| Closed | -$5.93M | – | 334 |
|
|
2022
Q1 | $5.93M | Buy |
79,001
+57,954
| +275% | +$4.35M | 1.04% | 18 |
|
|
2021
Q4 | $1.95M | Sell |
21,047
-356
| -2% | -$33K | 0.11% | 198 |
|
|
2021
Q3 | $2.02M | Buy |
21,403
+1,604
| +8% | +$151K | 0.14% | 177 |
|
|
2021
Q2 | $1.88M | Sell |
19,799
-2,108
| -10% | -$200K | 0.12% | 197 |
|
|
2021
Q1 | $2.06M | Buy |
21,907
+1,931
| +10% | +$182K | 0.07% | 235 |
|
|
2020
Q4 | $1.94M | Sell |
19,976
-141
| -0.7% | -$13.7K | 0.08% | 211 |
|
|
2020
Q3 | $1.93M | Buy |
20,117
+844
| +4% | +$80.8K | 0.1% | 186 |
|
|
2020
Q2 | $1.83M | Sell |
19,273
-4,589
| -19% | -$437K | 0.1% | 185 |
|
|
2020
Q1 | $2.08M | Sell |
23,862
-6,710
| -22% | -$584K | 0.15% | 150 |
|
|
2019
Q4 | $2.79M | Sell |
30,572
-5,419
| -15% | -$495K | 0.21% | 101 |
|
|
2019
Q3 | $3.28M | Buy |
+35,991
| New | +$3.28M | 0.27% | 79 |
|
|
2019
Q1 | $2.13M | Buy |
24,514
+18,957
| +341% | +$1.65M | 0.24% | 94 |
|
|
2018
Q4 | $460K | Buy |
+5,557
| New | +$460K | 0.07% | 288 |
|