Kingswood Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 24,287 shares of VT stock, worth $3.01 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

24,287

Previous 12,136 100.12%

Holding current value

$3.01 Million

Previous $1.45 Billion 96.57%

% of portfolio

0.21%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$117.09 - $123.07 $1.42 Million - $1.5 Million	12,151 Added 100.12%	24,287 $2.85 Billion
Q3 2024 Oct 21, 2024	BUY	$107.72 - $119.96 $107 - $119	1 Added 0.01%	12,136 $1.45 Billion
Q1 2024 Apr 15, 2024	SELL	$100.68 - $110.5 $7,853 - $8,619	-78 Reduced 0.64%	12,135 $1.34 Billion
Q4 2023 Jan 16, 2024	BUY	$88.97 - $103.1 $512,734 - $594,165	5,763 Added 89.35%	12,213 $1.26 Billion
Q3 2023 Oct 23, 2023	SELL	$92.79 - $100.59 $375,799 - $407,389	-4,050 Reduced 38.57%	6,450 $600 Million
Q2 2023 Aug 09, 2023	BUY	$91.33 - $98.06 $958,965 - $1.03 Million	10,500 New	10,500 $1.02 Billion

Others Institutions Holding VT

# of Institutions

1,083

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Kingswood Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History