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

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 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 12,396 shares of VTI stock, worth $3.34 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
12,396
Previous 14,959 17.13%
Holding current value
$3.34 Million
Previous $3.55 Billion 9.21%
% of portfolio
0.37%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,845
Shares Held
456M
Call Options Held
824K
Put Options Held
449K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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