Kingswood Wealth Advisors, LLC Vanguard Consumer Staples ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 24,896 shares of VDC stock, worth $5.31 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
24,896
Previous 3,939 532.04%
Holding current value
$5.31 Million
Previous $800 Million 580.12%
% of portfolio
0.39%
Previous 0.07%

Shares

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

Oct 21, 2024
BUY
$201.77 - $221.32 $4.23 Million - $4.64 Million
20,957 Added 532.04%
24,896 $5.44 Billion
Q2 2024

Jul 09, 2024
SELL
$194.57 - $209.07 $120,827 - $129,832
-621 Reduced 13.62%
3,939 $800 Million
Q1 2024

Apr 15, 2024
SELL
$189.57 - $204.14 $443,783 - $477,891
-2,341 Reduced 33.92%
4,560 $931 Million
Q4 2023

Jan 16, 2024
BUY
$175.13 - $191.99 $1.21 Million - $1.32 Million
6,901 New
6,901 $1.32 Billion

Others Institutions Holding VDC

# of Institutions
630
Shares Held
15.2M
Call Options Held
1.9K
Put Options Held
3K
View Full List

About VANGUARD CONSUMER STAPLES ETF

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