Sowell Financial Services LLC Vanguard Mega Cap Value Transaction History

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Sowell Financial Services LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Sowell Financial Services LLC holds 12,931 shares of MGV stock, worth $1.79 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,931
Previous 13,609 4.98%
Holding current value
$1.79 Million
Previous $1.79 Million 0.22%
% of portfolio
0.07%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$129.46 - $137.85 $87,773 - $93,462
-678 Reduced 4.98%
12,931 $1.78 Million
Q2 2025

Jul 11, 2025
BUY
$114.87 - $131.25 $12,865 - $14,700
112 Added 0.83%
13,609 $1.79 Million
Q1 2025

Apr 17, 2025
BUY
$123.61 - $133.01 $1.67 Million - $1.8 Million
13,497 New
13,497 $1.72 Million
Q2 2021

Aug 05, 2021
SELL
$95.62 - $101.99 $129,660 - $138,298
-1,356 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$85.78 - $95.86 $89,554 - $100,077
1,044 Added 334.62%
1,356 $137,000
Q4 2020

Jan 13, 2021
BUY
$74.22 - $86.87 $12,394 - $14,507
167 Added 115.17%
312 $27,000
Q3 2020

Nov 12, 2020
BUY
$72.37 - $80.17 $144 - $160
2 Added 1.4%
145 $11,000
Q2 2020

Aug 13, 2020
BUY
$63.17 - $80.68 $63 - $80
1 Added 0.7%
143 $10,000
Q4 2019

Feb 07, 2020
BUY
$78.27 - $87.77 $156 - $175
2 Added 1.43%
142 $0
Q3 2019

Nov 14, 2019
BUY
$80.82 - $82.14 $11,314 - $11,499
140 New
140 $11,000

Others Institutions Holding MGV

# of Institutions
561
Shares Held
55.3M
Call Options Held
13.5K
Put Options Held
2.4K
View Full List

About VANGUARD MEGA CAP VALUE

MGV Quotes by TradingView
  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email