Kingswood Wealth Advisors, LLC Vanguard Energy ETF Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,363 shares of VDE stock, worth $385,500. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,363
Previous 3,410
1.38%
Holding current value
$385,500
Previous $414 Million
5.89%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding VDE
# of Institutions
756Shares Held
23.4MCall Options Held
142KPut Options Held
23.2K-
Bank Of America Corp Charlotte, NC2.51MShares$287 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.68MShares$192 Million0.01% of portfolio
-
Ubs Group Ag1.37MShares$156 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$135 Million0.03% of portfolio
-
Wealthfront Advisers LLC977KShares$112 Million0.35% of portfolio