Kingswood Wealth Advisors, LLC Vanguard Value ETF Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 44,262 shares of VTV stock, worth $7.67 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

44,262

Previous 38,288 15.6%

Holding current value

$7.67 Million

Previous $6.48 Billion 17.94%

% of portfolio

0.29%

Previous 0.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$167.73 - $179.21 $1 Million - $1.07 Million	5,974 Added 15.6%	44,262 $7.64 Billion
Q4 2024 Jan 22, 2025	SELL	$168.32 - $181.87 $894,284 - $966,275	-5,313 Reduced 12.19%	38,288 $6.48 Billion
Q3 2024 Oct 21, 2024	BUY	$159.75 - $174.57 $6.41 Million - $7.01 Million	40,149 Added 1163.06%	43,601 $7.61 Billion
Q2 2024 Jul 09, 2024	SELL	$154.57 - $163.65 $2,936 - $3,109	-19 Reduced 0.55%	3,452 $554 Million
Q1 2024 Apr 15, 2024	SELL	$147.46 - $162.86 $61,195 - $67,586	-415 Reduced 10.68%	3,471 $565 Million
Q4 2023 Jan 16, 2024	BUY	$131.82 - $149.95 $274,976 - $312,795	2,086 Added 115.89%	3,886 $581 Million
Q3 2023 Oct 23, 2023	SELL	$137.93 - $147.18 $110,206 - $117,596	-799 Reduced 30.74%	1,800 $245 Million
Q2 2023 Aug 09, 2023	BUY	$134.74 - $142.42 $350,189 - $370,149	2,599 New	2,599 $369 Million

Others Institutions Holding VTV

# of Institutions

2,606

Shares Held

560M

Call Options Held

182K

Put Options Held

65.4K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Kingswood Wealth Advisors, LLC Vanguard Value ETF Transaction History