Kingswood Wealth Advisors, LLC Vanguard Consumer Staples ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,740 shares of VDC stock, worth $2.17 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,740
Previous 11,192
12.97%
Holding current value
$2.17 Million
Previous $2.45 Billion
12.9%
% of portfolio
0.17%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding VDC
# of Institutions
698Shares Held
16.4MCall Options Held
10.9KPut Options Held
1.8K-
Bank Of America Corp Charlotte, NC4.02MShares$894 Million0.07% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH789KShares$176 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC768KShares$171 Million0.06% of portfolio
-
Morgan Stanley New York, NY544KShares$121 Million0.01% of portfolio
-
Compass Financial Group, Inc/Sd Sioux Falls, SD459KShares$102 Million16.47% of portfolio