A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,385 shares of VYM stock, worth $1.11 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,385
Previous 9,259 1.36%
Holding current value
$1.11 Million
Previous $1.03 Billion 9.85%
% of portfolio
0.13%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$109.98 - $120.99 $13,857 - $15,244
126 Added 1.36%
9,385 $1.14 Billion
Q4 2023

Jan 16, 2024

BUY
$98.71 - $111.84 $494,635 - $560,430
5,011 Added 117.96%
9,259 $1.03 Billion
Q3 2023

Oct 23, 2023

BUY
$103.32 - $110.34 $32,959 - $35,198
319 Added 8.12%
4,248 $439 Million
Q2 2023

Aug 09, 2023

BUY
$101.36 - $107.68 $398,243 - $423,074
3,929 New
3,929 $417 Million

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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