Kingswood Wealth Advisors, LLC Vanguard Wellington Fd U S Qua Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,000 shares of VFQY stock, worth $263,060. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,000
Previous 4,000 50.0%
Holding current value
$263,060
Previous $564 Million 52.36%
% of portfolio
0.01%
Previous 0.04%

Shares

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

Apr 21, 2025
SELL
$131.8 - $147.86 $263,600 - $295,720
-2,000 Reduced 50.0%
2,000 $268 Million
Q4 2024

Jan 22, 2025
BUY
$139.44 - $150.37 $278,880 - $300,740
2,000 Added 100.0%
4,000 $564 Million
Q3 2024

Oct 21, 2024
BUY
$130.03 - $143.03 $260,060 - $286,060
2,000 New
2,000 $286 Million

Others Institutions Holding VFQY

# of Institutions
90
Shares Held
1.06M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S QUA

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