Sowell Financial Services LLC Vanguard Intermediate Term Tre Transaction History

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025

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 42,382 shares of VGIT stock, worth $2.54 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
42,382
Previous 22,288 90.16%
Holding current value
$2.54 Million
Previous $1.33 Million 90.85%
% of portfolio
0.1%
Previous 0.06%

Shares

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

Oct 17, 2025
BUY
$58.97 - $60.36 $1.18 Million - $1.21 Million
20,094 Added 90.16%
42,382 $2.54 Million
Q2 2025

Jul 11, 2025
BUY
$58.63 - $59.9 $171,785 - $175,507
2,930 Added 15.14%
22,288 $1.33 Million
Q1 2025

Apr 17, 2025
BUY
$57.44 - $59.4 $348,143 - $360,023
6,061 Added 45.58%
19,358 $1.15 Million
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
914
Shares Held
427M
Call Options Held
4K
Put Options Held
5.4K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
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