SFS
Sowell Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24M | Buy |
30,484
+1,297
| +4% | +$265K | 0.25% | 82 |
|
|
2025
Q1 | $5.66M | Sell |
29,187
-2,065
| -7% | -$401K | 0.26% | 84 |
|
|
2024
Q4 | $6.12M | Sell |
31,252
-602
| -2% | -$118K | 0.32% | 70 |
|
|
2024
Q3 | $6.34M | Buy |
31,854
+567
| +2% | +$113K | 0.29% | 83 |
|
|
2024
Q2 | $5.74M | Sell |
31,287
-1,844
| -6% | -$338K | 0.27% | 84 |
|
|
2024
Q1 | $6.05M | Sell |
33,131
-1,923
| -5% | -$351K | 0.29% | 88 |
|
|
2023
Q4 | $5.97M | Buy |
35,054
+17,343
| +98% | +$2.96M | 0.32% | 79 |
|
|
2023
Q3 | $2.77M | Sell |
17,711
-1,412
| -7% | -$221K | 0.17% | 143 |
|
|
2023
Q2 | $3.12M | Buy |
19,123
+7,151
| +60% | +$1.17M | 0.17% | 138 |
|
|
2023
Q1 | $1.84M | Sell |
11,972
-7,074
| -37% | -$1.09M | 0.14% | 171 |
|
|
2022
Q4 | $2.89M | Buy |
19,046
+6,431
| +51% | +$977K | 0.19% | 137 |
|
|
2022
Q3 | $1.71M | Sell |
12,615
-950
| -7% | -$128K | 0.17% | 158 |
|
|
2022
Q2 | $1.95M | Buy |
13,565
+3,014
| +29% | +$432K | 0.18% | 108 |
|
|
2022
Q1 | $1.66M | Sell |
10,551
-7,456
| -41% | -$1.17M | 0.29% | 61 |
|
|
2021
Q4 | $3.09M | Sell |
18,007
-885
| -5% | -$152K | 0.18% | 134 |
|
|
2021
Q3 | $2.9M | Sell |
18,892
-4,366
| -19% | -$671K | 0.2% | 125 |
|
|
2021
Q2 | $3.6M | Sell |
23,258
-12,357
| -35% | -$1.91M | 0.24% | 121 |
|
|
2021
Q1 | $5.55M | Buy |
35,615
+16,409
| +85% | +$2.56M | 0.19% | 113 |
|
|
2020
Q4 | $2.71M | Buy |
19,206
+1,488
| +8% | +$210K | 0.12% | 157 |
|
|
2020
Q3 | $2.28M | Sell |
17,718
-15,699
| -47% | -$2.02M | 0.11% | 161 |
|
|
2020
Q2 | $3.92M | Sell |
33,417
-1,554
| -4% | -$182K | 0.22% | 105 |
|
|
2020
Q1 | $3.62M | Buy |
34,971
+14,856
| +74% | +$1.54M | 0.27% | 94 |
|
|
2019
Q4 | $2.51M | Buy |
20,115
+7,092
| +54% | +$884K | 0.19% | 115 |
|
|
2019
Q3 | $1.56M | Buy |
+13,023
| New | +$1.56M | 0.13% | 171 |
|
|
2019
Q1 | $2.2M | Sell |
20,034
-3,733
| -16% | -$409K | 0.25% | 92 |
|
|
2018
Q4 | $2.33M | Buy |
23,767
+14,211
| +149% | +$1.39M | 0.33% | 67 |
|
|
2018
Q3 | $1.06M | Buy |
9,556
+144
| +2% | +$15.9K | 0.15% | 113 |
|
|
2018
Q2 | $996K | Buy |
9,412
+420
| +5% | +$44.4K | 0.21% | 111 |
|
|
2018
Q1 | $888K | Buy |
8,992
+77
| +0.9% | +$7.6K | 0.22% | 102 |
|
|
2017
Q4 | $945K | Sell |
8,915
-15
| -0.2% | -$1.59K | 0.23% | 99 |
|
|
2017
Q3 | $864K | Buy |
8,930
+3
| +0% | +$290 | 0.23% | 96 |
|
|
2017
Q2 | $833K | Buy |
8,927
+833
| +10% | +$77.7K | 0.24% | 93 |
|
|
2017
Q1 | $742K | Buy |
8,094
+6,307
| +353% | +$578K | 0.22% | 103 |
|
|
2016
Q4 | $159K | Buy |
+1,787
| New | +$159K | 0.05% | 213 |
|