Kingswood Wealth Advisors, LLC Vanguard Consumer Staples ETF Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,192 shares of VDC stock, worth $2.47 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,192
Previous 7,421
50.82%
Holding current value
$2.47 Million
Previous $1.57 Billion
56.12%
% of portfolio
0.09%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding VDC
# of Institutions
691Shares Held
15.8MCall Options Held
5.3KPut Options Held
1.8K-
Bank Of America Corp Charlotte, NC3.95MShares$873 Million0.07% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH790KShares$175 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC718KShares$159 Million0.06% of portfolio
-
Morgan Stanley New York, NY549KShares$121 Million0.01% of portfolio
-
Envestnet Asset Management Inc462KShares$102 Million0.03% of portfolio