Kingswood Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,967 shares of VOE stock, worth $654,435. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,967
Previous 2,577 53.94%
Holding current value
$654,435
Previous $432 Million 48.57%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Jan 22, 2025
BUY
$160.89 - $176.18 $223,637 - $244,890
1,390 Added 53.94%
3,967 $642 Million
Q3 2024

Oct 21, 2024
BUY
$149.02 - $167.67 $384,024 - $432,085
2,577 New
2,577 $432 Million

Others Institutions Holding VOE

# of Institutions
1,187
Shares Held
71.7M
Call Options Held
25.9K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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