Kingswood Wealth Advisors, LLC Vanguard Consumer Discretionar Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 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 1,266 shares of VCR stock, worth $465,001. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,266
Previous 1,304 2.91%
Holding current value
$465,001
Previous $490 Million 15.85%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Apr 21, 2025
SELL
$318.51 - $391.75 $12,103 - $14,886
-38 Reduced 2.91%
1,266 $412 Million
Q4 2024

Jan 22, 2025
SELL
$328.51 - $401.37 $2,628 - $3,210
-8 Reduced 0.61%
1,304 $490 Million
Q3 2024

Oct 21, 2024
BUY
$291.88 - $341.94 $382,946 - $448,625
1,312 New
1,312 $446 Million

Others Institutions Holding VCR

# of Institutions
556
Shares Held
7.82M
Call Options Held
25.4K
Put Options Held
13.9K
View Full List

About VANGUARD CONSUMER DISCRETIONAR

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