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SFS
Sowell Financial Services’s
Vanguard S&P 500 Growth ETF
VOOG
Stock Holding History
Sowell Financial Services’s Portfolio
VOOG Stock Details
VOOG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-4,704
Closed
-$195K
–
2683
2021
Q1
$195K
Buy
4,704
+3,342
+245%
+$130K
0.01%
1069
2020
Q4
$52K
Buy
1,362
+228
+20%
+$8.31K
﹤0.01%
1384
2020
Q3
$39K
Sell
1,134
-114
-9%
-$3.88K
﹤0.01%
1298
2020
Q2
$39K
Buy
1,248
+360
+41%
+$10.4K
﹤0.01%
1253
2020
Q1
$22K
Sell
888
-510
-36%
-$14.5K
﹤0.01%
1365
2019
Q4
$41K
Buy
1,398
+222
+19%
+$6.17K
﹤0.01%
1213
2019
Q3
$32K
Buy
+1,176
New
+$31.9K
﹤0.01%
1129
2018
Q4
–
Sell
-11,778
Closed
-$282K
–
539
2018
Q3
$282K
Buy
+11,778
New
+$303K
0.04%
274
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$1.47T AUM
27.86%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
CCP
Corient Capital Partners
Newport Beach, California
$1.34B AUM
12.46%
1-Year Est. Return
GAG
GM Advisory Group
Melville, New York
$2.6B AUM
18.86%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
AWM
Altium Wealth Management
Purchase, New York
$1.39B AUM
12.44%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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