Kingswood Wealth Advisors, LLC Vanguard Value ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

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 38,288 shares of VTV stock, worth $6.82 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

38,288

Previous 43,601 12.19%

Holding current value

$6.82 Million

Previous $7.61 Billion 14.83%

% of portfolio

0.49%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,529

Shares Held

543M

Call Options Held

539K

Put Options Held

93.6K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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 Value ETF Transaction History