Kingswood Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,374 shares of VB stock, worth $3.35 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
15,374
Previous 22,381 31.31%
Holding current value
$3.35 Million
Previous $4.77 Billion 26.39%
% of portfolio
0.41%
Previous 0.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$204.0 - $228.59 $1.43 Million - $1.6 Million
-7,007 Reduced 31.31%
15,374 $3.51 Billion
Q4 2023

Jan 16, 2024
BUY
$175.26 - $215.9 $3.61 Million - $4.44 Million
20,581 Added 1143.39%
22,381 $4.77 Billion
Q3 2023

Oct 23, 2023
SELL
$186.24 - $208.75 $160,911 - $180,360
-864 Reduced 32.43%
1,800 $340 Million
Q2 2023

Aug 09, 2023
BUY
$181.26 - $198.89 $482,876 - $529,842
2,664 New
2,664 $530 Million

Others Institutions Holding VB

# of Institutions
1,969
Shares Held
144M
Call Options Held
176K
Put Options Held
90.8K
View Full List

About VANGUARD SMALL-CAP ETF

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