SFS
Sowell Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
22,044
+1,325
| +6% | +$753K | 0.51% | 34 |
|
|
2025
Q1 | $10.6M | Buy |
20,719
+2,624
| +15% | +$1.35M | 0.48% | 38 |
|
|
2024
Q4 | $9.75M | Sell |
18,095
-3,607
| -17% | -$1.94M | 0.51% | 42 |
|
|
2024
Q3 | $11.5M | Sell |
21,702
-2,956
| -12% | -$1.56M | 0.53% | 37 |
|
|
2024
Q2 | $12.4M | Sell |
24,658
-1,133
| -4% | -$569K | 0.59% | 33 |
|
|
2024
Q1 | $12.4M | Sell |
25,791
-1,241
| -5% | -$597K | 0.58% | 34 |
|
|
2023
Q4 | $11.8M | Buy |
27,032
+677
| +3% | +$296K | 0.64% | 29 |
|
|
2023
Q3 | $10.4M | Buy |
26,355
+941
| +4% | +$371K | 0.65% | 28 |
|
|
2023
Q2 | $10.4M | Sell |
25,414
-14,245
| -36% | -$5.82M | 0.58% | 34 |
|
|
2023
Q1 | $14.9M | Sell |
39,659
-9,152
| -19% | -$3.44M | 1.15% | 8 |
|
|
2022
Q4 | $17.1M | Sell |
48,811
-12,302
| -20% | -$4.32M | 1.11% | 10 |
|
|
2022
Q3 | $20.2M | Buy |
+61,113
| New | +$20.2M | 2.03% | 5 |
|
|
2022
Q2 | – | Sell |
-108,038
| Closed | -$24.1M | – | 336 |
|
|
2022
Q1 | $24.1M | Sell |
108,038
-28,271
| -21% | -$6.31M | 4.21% | 4 |
|
|
2021
Q4 | $59.5M | Buy |
136,309
+14,072
| +12% | +$6.14M | 3.41% | 3 |
|
|
2021
Q3 | $48.5M | Buy |
122,237
+24,941
| +26% | +$9.89M | 3.27% | 1 |
|
|
2021
Q2 | $38.4M | Sell |
97,296
-96,284
| -50% | -$38M | 2.55% | 6 |
|
|
2021
Q1 | $74.6M | Sell |
193,580
-3,518
| -2% | -$1.36M | 2.6% | 1 |
|
|
2020
Q4 | $67.7M | Buy |
197,098
+14,520
| +8% | +$4.99M | 2.89% | 2 |
|
|
2020
Q3 | $56.2M | Buy |
182,578
+69,144
| +61% | +$21.3M | 2.81% | 2 |
|
|
2020
Q2 | $32.2M | Buy |
113,434
+43,269
| +62% | +$12.3M | 1.77% | 7 |
|
|
2020
Q1 | $16.6M | Buy |
70,165
+43,727
| +165% | +$10.4M | 1.23% | 9 |
|
|
2019
Q4 | $7.82M | Sell |
26,438
-4,440
| -14% | -$1.31M | 0.6% | 29 |
|
|
2019
Q3 | $8.42M | Buy |
+30,878
| New | +$8.42M | 0.7% | 31 |
|
|
2019
Q1 | $3.54M | Buy |
13,620
+10,750
| +375% | +$2.79M | 0.39% | 53 |
|
|
2018
Q4 | $660K | Sell |
2,870
-55,673
| -95% | -$12.8M | 0.09% | 224 |
|
|
2018
Q3 | $8.17M | Buy |
+58,543
| New | +$8.17M | 1.19% | 10 |
|