Sowell Financial Services LLC Vanguard Specialized Funds Van Transaction History

Sowell Financial Services LLC

  • $2.56 Billion
  • Q4 2025

A detailed history of Sowell Financial Services LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sowell Financial Services LLC holds 11,399 shares of VNQ stock, worth $1.02 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,399
Previous 8,403 35.65%
Holding current value
$1.02 Million
Previous $768,000 32.94%
% of portfolio
0.04%
Previous 0.03%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$88.13 - $92.69 $264,037 - $277,699
2,996 Added 35.65%
11,399 $1.02 Million
Q3 2025

Oct 17, 2025
SELL
$88.47 - $93.24 $208,966 - $220,232
-2,362 Reduced 21.94%
8,403 $768,000
Q2 2025

Jul 11, 2025
SELL
$79.79 - $91.42 $11,489 - $13,164
-144 Reduced 1.32%
10,765 $958,000
Q1 2025

Apr 17, 2025
BUY
$85.55 - $94.34 $35,332 - $38,962
413 Added 3.93%
10,909 $978,000
Q4 2024

Feb 07, 2025
SELL
$87.85 - $98.6 $3.33 Million - $3.74 Million
-37,932 Reduced 78.33%
10,496 $934,000
Q3 2024

Oct 04, 2024
BUY
$82.97 - $98.97 $169,175 - $201,799
2,039 Added 4.4%
48,428 $4.72 Million
Q2 2024

Aug 13, 2024
SELL
$78.61 - $85.97 $220,108 - $240,716
-2,800 Reduced 5.69%
46,389 $3.89 Million
Q1 2024

May 03, 2024
BUY
$82.58 - $89.12 $2.68 Million - $2.89 Million
32,441 Added 193.7%
49,189 $4.25 Million
Q4 2023

Jan 24, 2024
SELL
$71.05 - $89.54 $108,990 - $137,354
-1,534 Reduced 8.39%
16,748 $1.48 Million
Q3 2023

Nov 08, 2023
SELL
$75.44 - $86.89 $490,435 - $564,871
-6,501 Reduced 26.23%
18,282 $1.38 Million
Q2 2023

Aug 14, 2023
SELL
$78.4 - $83.98 $616,851 - $660,754
-7,868 Reduced 24.1%
24,783 $2.07 Million
Q1 2023

May 12, 2023
SELL
$77.59 - $93.7 $395,088 - $477,120
-5,092 Reduced 13.49%
32,651 $2.71 Million
Q4 2022

Feb 09, 2023
BUY
$76.14 - $88.09 $514,706 - $595,488
6,760 Added 21.82%
37,743 $3.11 Million
Q3 2022

Nov 15, 2022
BUY
$79.28 - $102.13 $2.46 Million - $3.16 Million
30,983 New
30,983 $2.48 Million
Q1 2022

May 13, 2022
SELL
$99.96 - $115.1 $3.72 Million - $4.29 Million
-37,251 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$102.53 - $116.01 $1.03 Million - $1.16 Million
9,998 Added 36.69%
37,251 $4.32 Million
Q3 2021

Nov 04, 2021
BUY
$101.78 - $110.92 $67,887 - $73,983
667 Added 2.51%
27,253 $2.77 Million
Q2 2021

Aug 05, 2021
SELL
$93.53 - $105.5 $17.8 Million - $20 Million
-189,958 Reduced 87.72%
26,586 $2.71 Million
Q1 2021

May 07, 2021
BUY
$81.97 - $92.98 $445,097 - $504,881
5,430 Added 2.57%
216,544 $21 Million
Q4 2020

Jan 13, 2021
BUY
$76.08 - $86.67 $718,423 - $818,424
9,443 Added 4.68%
211,114 $17.9 Million
Q3 2020

Nov 12, 2020
BUY
$76.31 - $83.64 $1.91 Million - $2.09 Million
24,966 Added 14.13%
201,671 $15.9 Million
Q2 2020

Aug 13, 2020
BUY
$64.53 - $86.79 $4.77 Million - $6.41 Million
73,884 Added 71.86%
176,705 $13.9 Million
Q1 2020

May 12, 2020
BUY
$56.91 - $99.57 $4.92 Million - $8.62 Million
86,539 Added 531.5%
102,821 $7.18 Million
Q4 2019

Feb 07, 2020
BUY
$90.14 - $95.25 $118,714 - $125,444
1,317 Added 8.8%
16,282 $0
Q3 2019

Nov 14, 2019
SELL
$91.64 - $93.61 $5.2 Million - $5.31 Million
-56,700 Reduced 79.12%
14,965 $1.4 Million
Q1 2019

May 15, 2019
BUY
N/A
58,755 Added 455.11%
71,665 $0
Q4 2018

Mar 05, 2019
BUY
N/A
12,910 New
12,910 $963,000
Q3 2018

Nov 13, 2018
SELL
N/A
-15,445 Closed
0 $0
Q2 2018

Aug 14, 2018
SELL
N/A
-1,583 Reduced 9.3%
15,445 $1.26 Million
Q1 2018

May 10, 2018
BUY
N/A
1,232 Added 7.8%
17,028 $1.3 Million
Q4 2017

Jan 29, 2018
SELL
N/A
-4,455 Reduced 22.0%
15,796 $1.24 Million
Q3 2017

Nov 07, 2017
BUY
N/A
20,251
20,251 $1.67 Million

Others Institutions Holding VNQ

# of Institutions
1,948
Shares Held
237M
Call Options Held
1.07M
Put Options Held
1.31M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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