Sowell Financial Services’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,705	Closed	-$247K	–	2679
2021 Q1	$247K	Buy	1,705 +152	+10%	+$19.8K	0.01%	931
2020 Q4	$192K	Buy	+1,553	New	+$182K	0.01%	866
2020 Q1	–	Sell	-574	Closed	-$72K	–	2708
2019 Q4	$72K	Buy	+574	New	+$68.9K	0.01%	1011

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

HCM

HM Capital Management Clayton, Missouri $167M AUM 9.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's VOOV Position: Q2 2021 in Review

Sowell Financial Services sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2021, closing a stake of 1,705 shares — an estimated $247K sold.

Sowell Financial Services first reported a position in VOOV in Q4 2019 and held it in 3 quarters. The position peaked at $247K in Q1 2021. 189 funds tracked by Wall St. Rank hold VOOV as of Q2 2021.

Sowell Financial Services reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,705 Vanguard S&P 500 Value ETF shares in Q2 2021, an estimated $247K.
Sowell Financial Services first reported a position in Vanguard S&P 500 Value ETF in Q4 2019 and held it in 3 quarters.
Sowell Financial Services's Vanguard S&P 500 Value ETF position peaked at $247K in Q1 2021.
189 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.