Kingswood Wealth Advisors, LLC Vanguard Information Technolog Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,911 shares of VGT stock, worth $7.34 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

11,911

Previous 16,159 26.29%

Holding current value

$7.34 Million

Previous $9.48 Billion 21.84%

% of portfolio

0.56%

Previous 0.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$571.78 - $647.97 $2.43 Million - $2.75 Million	-4,248 Reduced 26.29%	11,911 $7.41 Billion
Q3 2024 Oct 21, 2024	BUY	$514.43 - $606.85 $7.01 Million - $8.26 Million	13,619 Added 536.18%	16,159 $9.48 Billion
Q2 2024 Jul 09, 2024	BUY	$479.9 - $588.82 $86,861 - $106,576	181 Added 7.67%	2,540 $1.46 Billion
Q1 2024 Apr 15, 2024	SELL	$462.18 - $530.16 $40,209 - $46,123	-87 Reduced 3.56%	2,359 $1.24 Billion
Q4 2023 Jan 16, 2024	BUY	$399.56 - $486.79 $254,919 - $310,572	638 Added 35.29%	2,446 $1.18 Billion
Q3 2023 Oct 23, 2023	BUY	$409.4 - $459.58 $740,195 - $830,920	1,808 New	1,808 $750 Million

Others Institutions Holding VGT

# of Institutions

1,752

Shares Held

50.2M

Call Options Held

856K

Put Options Held

237K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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Kingswood Wealth Advisors, LLC Vanguard Information Technolog Transaction History