Kingswood Wealth Advisors, LLC Vanguard Consumer Discretionar Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,267 shares of VCR stock, worth $501,339. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,267
Previous 1,266
0.08%
Holding current value
$501,339
Previous $412 Million
11.34%
% of portfolio
0.04%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding VCR
# of Institutions
570Shares Held
9.37MCall Options Held
21.9KPut Options Held
8.1K-
Bank Of America Corp Charlotte, NC1.49MShares$589 Million0.04% of portfolio
-
Proficio Capital Partners LLC Newton, MA841KShares$333 Million1.51% of portfolio
-
Jpmorgan Chase & CO New York, NY518KShares$205 Million0.01% of portfolio
-
Morgan Stanley New York, NY406KShares$161 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA386KShares$153 Million0.03% of portfolio