SFS
Sowell Financial Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Sell |
8,351
-766
| -8% | -$51.5K | 0.02% | 580 |
|
|
2025
Q1 | $553K | Buy |
+9,117
| New | +$553K | 0.03% | 560 |
|
|
2024
Q4 | – | Sell |
-11,410
| Closed | -$719K | – | 609 |
|
|
2024
Q3 | $719K | Buy |
11,410
+387
| +4% | +$24.4K | 0.03% | 401 |
|
|
2024
Q2 | $646K | Sell |
11,023
-1,257
| -10% | -$73.7K | 0.03% | 402 |
|
|
2024
Q1 | $720K | Buy |
12,280
+951
| +8% | +$55.8K | 0.03% | 399 |
|
|
2023
Q4 | $636K | Sell |
11,329
-2,633
| -19% | -$148K | 0.03% | 401 |
|
|
2023
Q3 | $724K | Sell |
13,962
-6,989
| -33% | -$362K | 0.05% | 353 |
|
|
2023
Q2 | $1.14M | Sell |
20,951
-26,965
| -56% | -$1.47M | 0.06% | 328 |
|
|
2023
Q1 | $2.56M | Sell |
47,916
-1,051
| -2% | -$56.2K | 0.2% | 118 |
|
|
2022
Q4 | $2.46M | Buy |
48,967
+4,277
| +10% | +$214K | 0.16% | 155 |
|
|
2022
Q3 | $1.98M | Buy |
+44,690
| New | +$1.98M | 0.2% | 137 |
|
|
2022
Q1 | – | Sell |
-31,565
| Closed | -$1.93M | – | 507 |
|
|
2021
Q4 | $1.93M | Sell |
31,565
-7,567
| -19% | -$464K | 0.11% | 203 |
|
|
2021
Q3 | $2.39M | Sell |
39,132
-1,206
| -3% | -$73.5K | 0.16% | 155 |
|
|
2021
Q2 | $2.56M | Sell |
40,338
-334,016
| -89% | -$21.2M | 0.17% | 154 |
|
|
2021
Q1 | $23.6M | Sell |
374,354
-4,908
| -1% | -$310K | 0.82% | 18 |
|
|
2020
Q4 | $22.1M | Buy |
379,262
+14,890
| +4% | +$869K | 0.95% | 16 |
|
|
2020
Q3 | $18.4M | Buy |
364,372
+42,000
| +13% | +$2.12M | 0.92% | 18 |
|
|
2020
Q2 | $15.3M | Buy |
322,372
+158,053
| +96% | +$7.52M | 0.84% | 18 |
|
|
2020
Q1 | $6.74M | Buy |
164,319
+153,834
| +1,467% | +$6.31M | 0.5% | 38 |
|
|
2019
Q4 | $564K | Buy |
10,485
+5,783
| +123% | +$311K | 0.04% | 419 |
|
|
2019
Q3 | $235K | Buy |
+4,702
| New | +$235K | 0.02% | 591 |
|
|
2019
Q1 | $235K | Sell |
4,692
-6,213
| -57% | -$311K | 0.03% | 493 |
|
|
2018
Q4 | $497K | Buy |
+10,905
| New | +$497K | 0.07% | 272 |
|
|
2018
Q3 | – | Sell |
-10,989
| Closed | -$565K | – | 450 |
|
|
2018
Q2 | $565K | Sell |
10,989
-192
| -2% | -$9.87K | 0.12% | 161 |
|
|
2018
Q1 | $608K | Sell |
11,181
-4,662
| -29% | -$254K | 0.15% | 136 |
|
|
2017
Q4 | $911K | Sell |
15,843
-2,995
| -16% | -$172K | 0.22% | 102 |
|
|
2017
Q3 | $1.02M | Buy |
18,838
+455
| +2% | +$24.5K | 0.26% | 82 |
|
|
2017
Q2 | $955K | Sell |
18,383
-5,770
| -24% | -$300K | 0.27% | 85 |
|
|
2017
Q1 | $1.22M | Buy |
24,153
+798
| +3% | +$40.3K | 0.36% | 68 |
|
|
2016
Q4 | $1.1M | Buy |
+23,355
| New | +$1.1M | 0.37% | 68 |
|