Kingswood Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,120 shares of VBK stock, worth $1.83 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,120
Previous 5,427 12.77%
Holding current value
$1.83 Million
Previous $1.37 Billion 24.0%
% of portfolio
0.13%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$219.76 - $276.94 $152,293 - $191,919
693 Added 12.77%
6,120 $1.69 Billion
Q1 2025

Jul 25, 2025
SELL
$247.97 - $296.33 $216,973 - $259,288
-875 Reduced 14.3%
5,245 $1.32 Billion
Q1 2025

Apr 21, 2025
BUY
$247.97 - $296.33 $102,163 - $122,087
412 Added 8.22%
5,427 $1.37 Billion
Q4 2024

Jan 22, 2025
SELL
$264.18 - $304.19 $288,220 - $331,871
-1,091 Reduced 17.87%
5,015 $1.4 Billion
Q3 2024

Oct 21, 2024
BUY
$240.48 - $267.94 $1.47 Million - $1.64 Million
6,106 New
6,106 $1.63 Billion

Others Institutions Holding VBK

# of Institutions
1,242
Shares Held
45.7M
Call Options Held
63.2K
Put Options Held
44.5K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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