A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,456 shares of VV stock, worth $645,584. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,456
Previous 1,040 136.15%
Holding current value
$645,584
Previous $250 Million 145.75%
% of portfolio
0.06%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024

BUY
$227.27 - $251.65 $321,814 - $356,336
1,416 Added 136.15%
2,456 $613 Million
Q1 2024

Apr 15, 2024

SELL
$214.62 - $240.49 $98,939 - $110,865
-461 Reduced 30.71%
1,040 $250 Million
Q4 2023

Jan 16, 2024

BUY
$188.0 - $219.17 $66,364 - $77,367
353 Added 30.75%
1,501 $327 Million
Q3 2023

Oct 23, 2023

BUY
$195.09 - $209.59 $223,963 - $240,609
1,148 New
1,148 $225 Million

Others Institutions Holding VV

About VANGUARD LARGE-CAP ETF


  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.