Kingswood Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,136 shares of VT stock, worth $1.44 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,136
Previous 12,135 0.01%
Holding current value
$1.44 Million
Previous $1.37 Billion 6.2%
% of portfolio
0.1%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$107.72 - $119.96 $107 - $119
1 Added 0.01%
12,136 $1.45 Billion
Q1 2024

Apr 15, 2024
SELL
$100.68 - $110.5 $7,853 - $8,619
-78 Reduced 0.64%
12,135 $1.34 Billion
Q4 2023

Jan 16, 2024
BUY
$88.97 - $103.1 $512,734 - $594,165
5,763 Added 89.35%
12,213 $1.26 Billion
Q3 2023

Oct 23, 2023
SELL
$92.79 - $100.59 $375,799 - $407,389
-4,050 Reduced 38.57%
6,450 $600 Million
Q2 2023

Aug 09, 2023
BUY
$91.33 - $98.06 $958,965 - $1.03 Million
10,500 New
10,500 $1.02 Billion

Others Institutions Holding VT

# of Institutions
998
Shares Held
88.1M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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