Kingswood Wealth Advisors, LLC Vanguard Growth ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,343 shares of VUG stock, worth $2.19 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,343
Previous 3,218 66.03%
Holding current value
$2.19 Million
Previous $1.2 Billion 70.32%
% of portfolio
0.15%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$341.08 - $391.94 $724,795 - $832,872
2,125 Added 66.03%
5,343 $2.05 Billion
Q2 2024

Jul 09, 2024
BUY
$322.46 - $377.11 $91,901 - $107,476
285 Added 9.72%
3,218 $1.2 Billion
Q1 2024

Apr 15, 2024
BUY
$301.05 - $346.61 $182,436 - $210,045
606 Added 26.04%
2,933 $1.01 Billion
Q4 2023

Jan 16, 2024
BUY
$261.54 - $312.16 $608,603 - $726,396
2,327 New
2,327 $723 Million

Others Institutions Holding VUG

# of Institutions
2,375
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

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