SFS
Sowell Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
1,664
+182
| +12% | +$121K | 0.05% | 383 |
|
|
2025
Q1 | $804K | Buy |
+1,482
| New | +$804K | 0.04% | 452 |
|
|
2023
Q2 | – | Sell |
-3,593
| Closed | -$1.39M | – | 824 |
|
|
2023
Q1 | $1.39M | Buy |
+3,593
| New | +$1.39M | 0.11% | 233 |
|
|
2021
Q2 | – | Sell |
-6,928
| Closed | -$2.56M | – | 2660 |
|
|
2021
Q1 | $2.56M | Buy |
6,928
+531
| +8% | +$196K | 0.09% | 204 |
|
|
2020
Q4 | $2.26M | Buy |
6,397
+326
| +5% | +$115K | 0.1% | 188 |
|
|
2020
Q3 | $1.89M | Sell |
6,071
-142
| -2% | -$44.2K | 0.09% | 188 |
|
|
2020
Q2 | $1.73M | Buy |
6,213
+363
| +6% | +$101K | 0.1% | 193 |
|
|
2020
Q1 | $1.24M | Sell |
5,850
-1,051
| -15% | -$223K | 0.09% | 221 |
|
|
2019
Q4 | $1.69M | Buy |
6,901
+941
| +16% | +$230K | 0.13% | 177 |
|
|
2019
Q3 | $1.29M | Buy |
+5,960
| New | +$1.29M | 0.11% | 205 |
|
|
2019
Q1 | $1.09M | Sell |
5,441
-386
| -7% | -$77.5K | 0.12% | 181 |
|
|
2018
Q4 | $972K | Buy |
+5,827
| New | +$972K | 0.14% | 166 |
|
|
2018
Q3 | – | Sell |
-1,142
| Closed | -$220K | – | 452 |
|
|
2018
Q2 | $220K | Sell |
1,142
-618
| -35% | -$119K | 0.05% | 257 |
|
|
2018
Q1 | $305K | Buy |
+1,760
| New | +$305K | 0.08% | 212 |
|
|
2017
Q3 | – | Sell |
-1,847
| Closed | -$274K | – | 283 |
|
|
2017
Q2 | $274K | Buy |
+1,847
| New | +$274K | 0.08% | 202 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$26K | – | 560 |
|
|
2016
Q4 | $26K | Buy |
+200
| New | +$26K | 0.01% | 399 |
|