Kingswood Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 41,008 shares of VOO stock, worth $22.8 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

41,008

Previous 18,854 117.5%

Holding current value

$22.8 Million

Previous $9.95 Billion 122.13%

% of portfolio

1.66%

Previous 0.71%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$521.84 - $558.82 $11.6 Million - $12.4 Million	22,154 Added 117.5%	41,008 $22.1 Billion
Q3 2024 Oct 21, 2024	BUY	$475.2 - $527.7 $4.97 Million - $5.52 Million	10,454 Added 124.45%	18,854 $9.95 Billion
Q2 2024 Jul 09, 2024	BUY	$455.1 - $504.28 $1.18 Million - $1.31 Million	2,589 Added 44.55%	8,400 $4.2 Billion
Q1 2024 Apr 15, 2024	SELL	$429.43 - $481.35 $343,973 - $385,561	-801 Reduced 12.11%	5,811 $2.79 Billion
Q4 2023 Jan 16, 2024	BUY	$377.32 - $438.19 $2.26 Million - $2.63 Million	5,993 Added 968.17%	6,612 $2.89 Billion
Q3 2023 Oct 23, 2023	SELL	$392.7 - $420.68 $12,566 - $13,461	-32 Reduced 4.92%	619 $686 Million
Q2 2023 Aug 09, 2023	BUY	$371.44 - $407.28 $241,807 - $265,139	651 New	651 $265 Million

Others Institutions Holding VOO

# of Institutions

3,242

Shares Held

401M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History