Kingswood Wealth Advisors, LLC Vanguard Utilities ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,489 shares of VPU stock, worth $254,604. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,489
Previous 1,584 6.0%
Holding current value
$254,604
Previous $259 Million 1.73%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$161.24 - $173.33 $15,317 - $16,466
-95 Reduced 6.0%
1,489 $254 Million
Q4 2024

Jan 22, 2025
BUY
$160.52 - $179.11 $254,263 - $283,710
1,584 New
1,584 $259 Million

Others Institutions Holding VPU

# of Institutions
651
Shares Held
13.6M
Call Options Held
85.2K
Put Options Held
26.6K
View Full List

About VANGUARD UTILITIES ETF

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