Kingswood Wealth Advisors, LLC Vanguard Value ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 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 43,601 shares of VTV stock, worth $7.68 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
43,601
Previous 3,452 1163.06%
Holding current value
$7.68 Million
Previous $554 Million 1274.17%
% of portfolio
0.54%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,292
Shares Held
535M
Call Options Held
248K
Put Options Held
266K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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