Kingswood Wealth Advisors, LLC Vanguard Russell 1000 Value Et Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Russell 1000 Value Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,791 shares of VONV stock, worth $1.26 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

14,791

Previous 7,569 95.42%

Holding current value

$1.26 Million

Previous $631 Million 90.56%

% of portfolio

0.09%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$80.87 - $87.69 $584,043 - $633,297	7,222 Added 95.42%	14,791 $1.2 Billion
Q3 2024 Oct 21, 2024	SELL	$76.07 - $83.33 $383,544 - $420,149	-5,042 Reduced 39.98%	7,569 $631 Million
Q2 2024 Jul 09, 2024	BUY	$74.36 - $78.65 $50,416 - $53,324	678 Added 5.68%	12,611 $966 Million
Q1 2024 Apr 15, 2024	BUY	$71.01 - $78.64 $44,452 - $49,228	626 Added 5.54%	11,933 $938 Million
Q4 2023 Jan 16, 2024	BUY	$63.06 - $72.78 $341,596 - $394,249	5,417 Added 91.97%	11,307 $820 Million
Q3 2023 Oct 23, 2023	BUY	$66.58 - $71.74 $392,156 - $422,548	5,890 New	5,890 $393 Million

Others Institutions Holding VONV

# of Institutions

459

Shares Held

78M

Call Options Held

Put Options Held

View Full List

About VANGUARD RUSSELL 1000 VALUE ET

Ticker VONV
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Vanguard Russell 1000 Value Et Transaction History