Kingswood Wealth Advisors, LLC Vanguard Large Cap ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

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 3,973 shares of VV stock, worth $1.1 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,973

Previous 12,278 67.64%

Holding current value

$1.1 Million

Previous $3.23 Billion 66.85%

% of portfolio

0.08%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$260.27 - $280.65 $2.16 Million - $2.33 Million	-8,305 Reduced 67.64%	3,973 $1.07 Billion
Q3 2024 Oct 21, 2024	BUY	$236.92 - $263.4 $2.33 Million - $2.59 Million	9,822 Added 399.92%	12,278 $3.23 Billion
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

# of Institutions

1,228

Shares Held

105M

Call Options Held

29.3K

Put Options Held

25.9K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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Kingswood Wealth Advisors, LLC Vanguard Large Cap ETF Transaction History