Kingswood Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 17,132 shares of VNQ stock, worth $1.57 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

17,132

Previous 8,187 109.26%

Holding current value

$1.57 Million

Previous $798 Million 91.36%

% of portfolio

0.11%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$87.85 - $98.6 $785,818 - $881,977	8,945 Added 109.26%	17,132 $1.53 Billion
Q3 2024 Oct 21, 2024	BUY	$82.97 - $98.97 $55,589 - $66,309	670 Added 8.91%	8,187 $798 Million
Q2 2024 Jul 09, 2024	BUY	$78.61 - $85.97 $77,823 - $85,110	990 Added 15.17%	7,517 $630 Million
Q1 2024 Apr 15, 2024	BUY	$82.58 - $89.12 $146,579 - $158,188	1,775 Added 37.35%	6,527 $564 Million
Q4 2023 Jan 16, 2024	BUY	$71.05 - $89.54 $21,599 - $27,220	304 Added 6.83%	4,752 $420 Million
Q3 2023 Oct 23, 2023	BUY	$75.44 - $86.89 $335,557 - $386,486	4,448 New	4,448 $337 Million

Others Institutions Holding VNQ

# of Institutions

1,910

Shares Held

228M

Call Options Held

1.45M

Put Options Held

1.56M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

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.

Account

Kingswood Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History