Sowell Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Sowell Financial Services’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.98M	Sell	28,503 -452	-2%	-$126K	0.32%	61
2025 Q1	$7.49M	Buy	28,955 +5,448	+23%	+$1.41M	0.34%	61
2024 Q4	$6.21M	Sell	23,507 -2,496	-10%	-$659K	0.33%	68
2024 Q3	$6.86M	Sell	26,003 -2,529	-9%	-$667K	0.32%	75
2024 Q2	$6.93M	Sell	28,532 -2,172	-7%	-$528K	0.33%	72
2024 Q1	$7.67M	Sell	30,704 -4,055	-12%	-$1.01M	0.36%	69
2023 Q4	$8.09M	Sell	34,759 -3,461	-9%	-$805K	0.44%	55
2023 Q3	$7.96M	Sell	38,220 -9,622	-20%	-$2M	0.5%	43
2023 Q2	$10.5M	Buy	47,842 +21,047	+79%	+$4.63M	0.59%	32
2023 Q1	$5.65M	Sell	26,795 -11,992	-31%	-$2.53M	0.44%	47
2022 Q4	$7.91M	Buy	38,787 +23,216	+149%	+$4.73M	0.51%	35
2022 Q3	$2.93M	Buy	+15,571	New	+$2.93M	0.3%	97
2022 Q1	–	Sell	-30,117	Closed	-$7.67M	–	512
2021 Q4	$7.67M	Buy	30,117 +724	+2%	+$184K	0.44%	49
2021 Q3	$6.96M	Buy	29,393 +985	+3%	+$233K	0.47%	47
2021 Q2	$6.74M	Sell	28,408 -4,960	-15%	-$1.18M	0.45%	53
2021 Q1	$7.67M	Buy	33,368 +2,729	+9%	+$627K	0.27%	86
2020 Q4	$6.34M	Sell	30,639 -262	-0.8%	-$54.2K	0.27%	80
2020 Q3	$5.45M	Buy	30,901 +17,256	+126%	+$3.04M	0.27%	84
2020 Q2	$2.24M	Sell	13,645 -3,956	-22%	-$649K	0.12%	156
2020 Q1	$2.32M	Buy	17,601 +11,721	+199%	+$1.54M	0.17%	134
2019 Q4	$1.05M	Sell	5,880 -1,862	-24%	-$332K	0.08%	254
2019 Q3	$1.3M	Buy	+7,742	New	+$1.3M	0.11%	201
2019 Q1	$928K	Sell	5,772 -2,269	-28%	-$365K	0.1%	212
2018 Q4	$1.11M	Buy	+8,041	New	+$1.11M	0.16%	145
2018 Q3	–	Sell	-8,418	Closed	-$1.36M	–	454
2018 Q2	$1.36M	Buy	8,418 +191	+2%	+$30.7K	0.29%	80
2018 Q1	$1.26M	Sell	8,227 -814	-9%	-$125K	0.31%	74
2017 Q4	$1.45M	Sell	9,041 -765	-8%	-$123K	0.35%	66
2017 Q3	$1.46M	Buy	9,806 +46	+0.5%	+$6.85K	0.38%	65
2017 Q2	$1.41M	Buy	9,760 +3,748	+62%	+$540K	0.4%	60
2017 Q1	$851K	Buy	+6,012	New	+$851K	0.25%	91