Kingswood Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,187 shares of VNQ stock, worth $777,273. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,187
Previous 7,517 8.91%
Holding current value
$777,273
Previous $630 Million 26.67%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 21, 2024
BUY
$82.97 - $98.97 $55,589 - $66,309
670 Added 8.91%
8,187 $798 Million
Q2 2024

Jul 09, 2024
BUY
$78.61 - $85.97 $77,823 - $85,110
990 Added 15.17%
7,517 $630 Million
Q1 2024

Apr 15, 2024
BUY
$82.58 - $89.12 $146,579 - $158,188
1,775 Added 37.35%
6,527 $564 Million
Q4 2023

Jan 16, 2024
BUY
$71.05 - $89.54 $21,599 - $27,220
304 Added 6.83%
4,752 $420 Million
Q3 2023

Oct 23, 2023
BUY
$75.44 - $86.89 $335,557 - $386,486
4,448 New
4,448 $337 Million

Others Institutions Holding VNQ

# of Institutions
1,824
Shares Held
242M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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