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

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,501 shares of VBR stock, worth $963,304. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,501
Holding current value
$963,304
% of portfolio
0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$179.99 - $201.6 $810,134 - $907,401
4,501 New
4,501 $904 Million
Q4 2023

Jan 16, 2024
BUY
$149.18 - $181.94 $171,258 - $208,867
1,148 New
1,148 $207 Million

Others Institutions Holding VBR

# of Institutions
1,540
Shares Held
93.4M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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