Kingswood Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

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 28,798 shares of VB stock, worth $7.19 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
28,798
Previous 23,447 22.82%
Holding current value
$7.19 Million
Previous $5.56 Billion 31.79%
% of portfolio
0.44%
Previous 0.44%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$237.58 - $259.17 $1.27 Million - $1.39 Million
5,351 Added 22.82%
28,798 $7.32 Billion
Q2 2025

Jul 23, 2025
SELL
$193.73 - $237.37 $410,320 - $502,749
-2,118 Reduced 8.28%
23,447 $5.56 Billion
Q1 2025

Jul 25, 2025
BUY
$217.89 - $252.64 $57,958 - $67,202
266 Added 1.13%
23,713 $5.26 Billion
Q1 2025

Apr 21, 2025
SELL
$217.89 - $252.64 $792,901 - $919,356
-3,639 Reduced 12.46%
25,565 $5.67 Billion
Q4 2024

Jan 22, 2025
BUY
$233.76 - $261.58 $4.4 Million - $4.92 Million
18,827 Added 181.43%
29,204 $7.02 Billion
Q3 2024

Oct 21, 2024
SELL
$214.77 - $237.72 $2.68 Million - $2.96 Million
-12,462 Reduced 54.56%
10,377 $2.46 Billion
Q2 2024

Jul 09, 2024
BUY
$210.76 - $226.94 $1.57 Million - $1.69 Million
7,465 Added 48.56%
22,839 $4.98 Billion
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
2,482
Shares Held
164M
Call Options Held
68.3K
Put Options Held
25.4K
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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