Kingswood Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,427 shares of VBK stock, worth $1.51 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,427
Previous 5,015 8.22%
Holding current value
$1.51 Million
Previous $1.4 Billion 2.69%
% of portfolio
0.05%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$247.97 - $296.33 $102,163 - $122,087
412 Added 8.22%
5,427 $1.37 Billion
Q4 2024

Jan 22, 2025
SELL
$264.18 - $304.19 $288,220 - $331,871
-1,091 Reduced 17.87%
5,015 $1.4 Billion
Q3 2024

Oct 21, 2024
BUY
$240.48 - $267.94 $1.47 Million - $1.64 Million
6,106 New
6,106 $1.63 Billion

Others Institutions Holding VBK

# of Institutions
1,209
Shares Held
44.8M
Call Options Held
48.5K
Put Options Held
33K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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