Kingswood Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,931 shares of VO stock, worth $1.56 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,931
Previous 4,178 41.96%
Holding current value
$1.56 Million
Previous $1.04 Billion 37.54%
% of portfolio
0.13%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$234.99 - $248.98 $411,937 - $436,461
1,753 Added 41.96%
5,931 $1.44 Billion
Q1 2024

Apr 15, 2024
SELL
$225.86 - $249.86 $52,851 - $58,467
-234 Reduced 5.3%
4,178 $1.04 Billion
Q4 2023

Jan 16, 2024
BUY
$195.66 - $233.95 $863,251 - $1.03 Million
4,412 New
4,412 $1.03 Billion

Others Institutions Holding VO

# of Institutions
2,018
Shares Held
171M
Call Options Held
58.4K
Put Options Held
26K
View Full List

About VANGUARD MID-CAP ETF

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