Kingswood Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 29,348 shares of VIG stock, worth $5.35 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

29,348

Previous 21,955 33.67%

Holding current value

$5.35 Million

Previous $4.35 Billion 32.25%

% of portfolio

0.43%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	N/A	7,393 Added 33.67%	29,348 $5.75 Billion
Q3 2024 Oct 21, 2024	SELL	$182.15 - $182.15 $94,900 - $94,900	-521 Reduced 2.32%	21,955 $4.35 Billion
Q2 2024 Jul 09, 2024	BUY	$173.33 - $185.29 $1.25 Million - $1.34 Million	7,230 Added 47.42%	22,476 $4.1 Billion
Q1 2024 Apr 15, 2024	SELL	$168.47 - $182.98 $1.11 Million - $1.21 Million	-6,609 Reduced 30.24%	15,246 $2.78 Billion
Q4 2023 Jan 16, 2024	BUY	$150.16 - $171.16 $2.99 Million - $3.41 Million	19,920 Added 1029.46%	21,855 $3.72 Billion
Q3 2023 Oct 23, 2023	SELL	$155.38 - $166.95 $1.05 Million - $1.13 Million	-6,748 Reduced 77.72%	1,935 $1.21 Billion
Q2 2023 Aug 09, 2023	BUY	$152.74 - $162.43 $1.33 Million - $1.41 Million	8,683 New	8,683 $1.41 Billion

Others Institutions Holding VIG

# of Institutions

2,318

Shares Held

211M

Call Options Held

552K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Kingswood Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History