Kingswood Wealth Advisors, LLC Vanguard Lg Trm Corp Bd ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Lg Trm Corp Bd ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 24,140 shares of VCLT stock, worth $1.82 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
24,140
Previous 18,844 28.1%
Holding current value
$1.82 Million
Previous $1.53 Billion 17.93%
% of portfolio
0.14%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$74.68 - $81.45 $395,505 - $431,359
5,296 Added 28.1%
24,140 $1.81 Billion
Q3 2024

Oct 21, 2024
BUY
$74.85 - $82.2 $994,831 - $1.09 Million
13,291 Added 239.35%
18,844 $1.53 Billion
Q2 2024

Jul 09, 2024
BUY
$73.79 - $77.66 $409,755 - $431,245
5,553 New
5,553 $421 Million

Others Institutions Holding VCLT

# of Institutions
353
Shares Held
133M
Call Options Held
52.4K
Put Options Held
58K
View Full List

About VANGUARD LG-TRM CORP BD ETF

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

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email