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

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 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 12,135 shares of VT stock, worth $1.39 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
12,135
Previous 12,213 0.64%
Holding current value
$1.39 Million
Previous $1.26 Billion 6.72%
% of portfolio
0.15%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
931
Shares Held
86.2M
Call Options Held
203K
Put Options Held
44.2K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

VT Quotes by TradingView
  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email