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
555
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
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