Kingswood Wealth Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,834 shares of VMBS stock, worth $269,180. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,834
Holding current value
$269,180
% of portfolio
0.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$45.17 - $47.23 $263,521 - $275,539
5,834 New
5,834 $265 Million

Others Institutions Holding VMBS

# of Institutions
674
Shares Held
395M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD MORTG-BACKED SEC ETF

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