Kingswood Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 18,809 shares of VTI stock, worth $5.53 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

18,809

Previous 14,764 27.4%

Holding current value

$5.53 Million

Previous $3.95 Billion 34.66%

% of portfolio

0.38%

Previous 0.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$255.18 - $283.2 $1.03 Million - $1.15 Million	4,045 Added 27.4%	18,809 $5.32 Billion
Q2 2024 Jul 09, 2024	BUY	$245.23 - $269.4 $580,704 - $637,939	2,368 Added 19.1%	14,764 $3.95 Billion
Q1 2024 Apr 15, 2024	SELL	$232.77 - $260.14 $596,589 - $666,738	-2,563 Reduced 17.13%	12,396 $3.22 Billion
Q4 2023 Jan 16, 2024	BUY	$203.12 - $238.25 $1.44 Million - $1.69 Million	7,090 Added 90.1%	14,959 $3.55 Billion
Q3 2023 Oct 23, 2023	BUY	$211.41 - $228.35 $776,086 - $838,272	3,671 Added 87.45%	7,869 $1.67 Billion
Q2 2023 Aug 09, 2023	BUY	$200.75 - $220.28 $842,748 - $924,735	4,198 New	4,198 $925 Million

Others Institutions Holding VTI

# of Institutions

3,047

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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 Total Stock Market Et Transaction History