SFS
Sowell Financial Services’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
33,691
+1,847
| +6% | +$810K | 0.6% | 25 |
|
|
2025
Q1 | $11.8M | Sell |
31,844
-4,598
| -13% | -$1.71M | 0.54% | 33 |
|
|
2024
Q4 | $15M | Sell |
36,442
-5,072
| -12% | -$2.08M | 0.79% | 20 |
|
|
2024
Q3 | $15.9M | Sell |
41,514
-5,558
| -12% | -$2.13M | 0.74% | 20 |
|
|
2024
Q2 | $17.6M | Sell |
47,072
-2,132
| -4% | -$798K | 0.84% | 18 |
|
|
2024
Q1 | $16.9M | Buy |
49,204
+352
| +0.7% | +$121K | 0.8% | 18 |
|
|
2023
Q4 | $15.2M | Sell |
48,852
-7,300
| -13% | -$2.27M | 0.82% | 17 |
|
|
2023
Q3 | $15.3M | Buy |
56,152
+9,962
| +22% | +$2.71M | 0.96% | 16 |
|
|
2023
Q2 | $13.1M | Buy |
46,190
+43,085
| +1,388% | +$12.2M | 0.73% | 20 |
|
|
2023
Q1 | $775K | Sell |
3,105
-12,662
| -80% | -$3.16M | 0.06% | 345 |
|
|
2022
Q4 | $3.36M | Buy |
+15,767
| New | +$3.36M | 0.22% | 121 |
|
|
2022
Q1 | – | Sell |
-11,633
| Closed | -$3.73M | – | 518 |
|
|
2021
Q4 | $3.73M | Buy |
11,633
+1,067
| +10% | +$342K | 0.21% | 101 |
|
|
2021
Q3 | $3.07M | Buy |
+10,566
| New | +$3.07M | 0.21% | 115 |
|
|
2021
Q2 | – | Sell |
-14,374
| Closed | -$3.86M | – | 2705 |
|
|
2021
Q1 | $3.86M | Buy |
14,374
+5,058
| +54% | +$1.36M | 0.13% | 147 |
|
|
2020
Q4 | $2.36M | Sell |
9,316
-338
| -4% | -$85.6K | 0.1% | 182 |
|
|
2020
Q3 | $2.2M | Sell |
9,654
-20,092
| -68% | -$4.57M | 0.11% | 169 |
|
|
2020
Q2 | $6.01M | Buy |
29,746
+5,804
| +24% | +$1.17M | 0.33% | 71 |
|
|
2020
Q1 | $3.75M | Buy |
23,942
+15,966
| +200% | +$2.5M | 0.28% | 91 |
|
|
2019
Q4 | $1.45M | Buy |
7,976
+1,894
| +31% | +$345K | 0.11% | 198 |
|
|
2019
Q3 | $1.01M | Buy |
+6,082
| New | +$1.01M | 0.08% | 250 |
|
|
2019
Q1 | $602K | Buy |
3,848
+656
| +21% | +$103K | 0.07% | 283 |
|
|
2018
Q4 | $429K | Buy |
+3,192
| New | +$429K | 0.06% | 308 |
|
|
2018
Q3 | – | Sell |
-2,547
| Closed | -$396K | – | 456 |
|
|
2018
Q2 | $396K | Buy |
2,547
+169
| +7% | +$26.3K | 0.08% | 194 |
|
|
2018
Q1 | $339K | Buy |
+2,378
| New | +$339K | 0.08% | 200 |
|