Kingswood Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,272 shares of VCIT stock, worth $425,819. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,272

Previous 4,916 7.24%

Holding current value

$425,819

Previous $412 Million 2.79%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$80.13 - $83.77 $28,526 - $29,822	356 Added 7.24%	5,272 $423 Million
Q3 2024 Oct 21, 2024	SELL	$79.29 - $84.02 $6,184 - $6,553	-78 Reduced 1.56%	4,916 $412 Million
Q2 2024 Jul 09, 2024	SELL	$77.99 - $80.49 $62,391 - $64,391	-800 Reduced 13.81%	4,994 $399 Million
Q1 2024 Apr 15, 2024	SELL	$79.39 - $81.28 $793 - $812	-10 Reduced 0.17%	5,794 $467 Million
Q4 2023 Jan 16, 2024	BUY	$73.81 - $81.64 $67,388 - $74,537	913 Added 18.67%	5,804 $472 Million
Q3 2023 Oct 23, 2023	BUY	$75.83 - $79.4 $370,884 - $388,345	4,891 New	4,891 $372 Million

Others Institutions Holding VCIT

# of Institutions

1,187

Shares Held

484M

Call Options Held

37.7K

Put Options Held

125K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
Sector ETFs
Industry ETFs

More about VCIT

Track This Portfolio

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.

Account

Kingswood Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History