Sowell Financial Services LLC Vanguard Intermediate Term Tre Transaction History

Sowell Financial Services LLC

$1.85 Billion
Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Sowell Financial Services LLC holds 13,297 shares of VGIT stock, worth $778,273. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,297

Holding current value

$778,273

% of portfolio

0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$57.78 - $60.4 $768,300 - $803,138	13,297 New	13,297 $771,000
Q2 2021 Aug 05, 2021	SELL	$67.21 - $68.13 $241,418 - $244,722	-3,592 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$67.23 - $69.45 $67,162 - $69,380	999 Added 38.53%	3,592 $243,000
Q4 2020 Jan 13, 2021	BUY	$69.32 - $70.41 $3,812 - $3,872	55 Added 2.17%	2,593 $180,000
Q3 2020 Nov 12, 2020	BUY	$70.34 - $70.85 $157,983 - $159,129	2,246 Added 769.18%	2,538 $179,000
Q2 2020 Aug 13, 2020	SELL	$69.86 - $70.63 $698 - $706	-10 Reduced 3.31%	292 $21,000
Q1 2020 May 12, 2020	SELL	$66.04 - $70.55 $5,349 - $5,714	-81 Reduced 21.15%	302 $21,000
Q4 2019 Feb 07, 2020	BUY	$65.75 - $67.26 $5,654 - $5,784	86 Added 28.96%	383 $0
Q3 2019 Nov 14, 2019	BUY	$65.91 - $66.78 $19,575 - $19,833	297 New	297 $20,000

Others Institutions Holding VGIT

# of Institutions

852

Shares Held

404M

Call Options Held

19.7K

Put Options Held

8.6K

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About VANGUARD INTERMEDIATE-TERM TRE

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Sowell Financial Services LLC Vanguard Intermediate Term Tre Transaction History