Kingswood Wealth Advisors, LLC Vanguard Information Technolog Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,540 shares of VGT stock, worth $1.49 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,540
Previous 2,359 7.67%
Holding current value
$1.49 Million
Previous $1.24 Billion 18.39%
% of portfolio
0.13%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$479.9 - $588.82 $86,861 - $106,576
181 Added 7.67%
2,540 $1.46 Billion
Q1 2024

Apr 15, 2024
SELL
$462.18 - $530.16 $40,209 - $46,123
-87 Reduced 3.56%
2,359 $1.24 Billion
Q4 2023

Jan 16, 2024
BUY
$399.56 - $486.79 $254,919 - $310,572
638 Added 35.29%
2,446 $1.18 Billion
Q3 2023

Oct 23, 2023
BUY
$409.4 - $459.58 $740,195 - $830,920
1,808 New
1,808 $750 Million

Others Institutions Holding VGT

# of Institutions
1,625
Shares Held
49.1M
Call Options Held
324K
Put Options Held
195K
View Full List

About VANGUARD INFORMATION TECHNOLOG

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