Kingswood Wealth Advisors, LLC Vanguard Health Care ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,695 shares of VHT stock, worth $1.7 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,695
Previous 3,502 91.18%
Holding current value
$1.7 Million
Previous $932 Million 102.38%
% of portfolio
0.13%
Previous 0.08%

Shares

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

Oct 21, 2024
BUY
$261.88 - $288.1 $836,182 - $919,903
3,193 Added 91.18%
6,695 $1.89 Billion
Q2 2024

Jul 09, 2024
BUY
$252.83 - $269.37 $68,516 - $72,999
271 Added 8.39%
3,502 $932 Million
Q1 2024

Apr 15, 2024
SELL
$253.63 - $270.54 $6,594 - $7,034
-26 Reduced 0.8%
3,231 $874 Million
Q4 2023

Jan 16, 2024
BUY
$223.1 - $251.09 $493,051 - $554,908
2,210 Added 211.08%
3,257 $816 Million
Q3 2023

Oct 23, 2023
SELL
$235.1 - $250.77 $227,576 - $242,745
-968 Reduced 48.04%
1,047 $473 Million
Q2 2023

Aug 09, 2023
BUY
$234.11 - $249.3 $471,731 - $502,339
2,015 New
2,015 $493 Million

Others Institutions Holding VHT

# of Institutions
1,111
Shares Held
24.1M
Call Options Held
32.3K
Put Options Held
7.46K
View Full List

About VANGUARD HEALTH CARE ETF

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