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

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,558 shares of VOOG stock, worth $1.32 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,558

Previous 3,568 0.28%

Holding current value

$1.32 Million

Previous $1.19 Billion 3.08%

% of portfolio

0.09%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$305.34 - $350.41 $3,053 - $3,504	-10 Reduced 0.28%	3,558 $1.23 Billion
Q2 2024 Jul 09, 2024	SELL	$286.24 - $337.0 $14,598 - $17,187	-51 Reduced 1.41%	3,568 $1.19 Billion
Q1 2024 Apr 15, 2024	SELL	$262.92 - $306.83 $123,046 - $143,596	-468 Reduced 11.45%	3,619 $1.1 Billion
Q4 2023 Jan 16, 2024	BUY	$237.26 - $272.04 $26,098 - $29,924	110 Added 2.77%	4,087 $1.11 Billion
Q3 2023 Oct 23, 2023	BUY	$246.27 - $261.87 $715,168 - $760,470	2,904 Added 270.64%	3,977 $1.25 Billion
Q2 2023 Aug 09, 2023	BUY	$227.98 - $254.09 $244,622 - $272,638	1,073 New	1,073 $273 Million

Others Institutions Holding VOOG

# of Institutions

539

Shares Held

11.2M

Call Options Held

27K

Put Options Held

31.3K

View Full List

About VANGUARD S&P 500 GROWTH ETF

Ticker VOOG
Sector ETFs
Industry ETFs

More about VOOG

Track This Portfolio

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.

Account

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