Kingswood Wealth Advisors, LLC Vanguard Value ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 85,852 shares of VTV stock, worth $16.1 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

85,852

Previous 50,049 71.54%

Holding current value

$16.1 Million

Previous $8.85 Billion 81.0%

% of portfolio

0.97%

Previous 0.7%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$175.51 - $186.57 $6.28 Million - $6.68 Million	35,803 Added 71.54%	85,852 $16 Billion
Q2 2025 Jul 23, 2025	BUY	$153.67 - $176.74 $889,288 - $1.02 Million	5,787 Added 13.07%	50,049 $8.85 Billion
Q1 2025 Jul 25, 2025	SELL	$167.73 - $179.21 $1.28 Million - $1.37 Million	-7,619 Reduced 15.22%	42,430 $7.33 Billion
Q1 2025 Apr 21, 2025	BUY	$167.73 - $179.21 $1 Million - $1.07 Million	5,974 Added 15.6%	44,262 $7.64 Billion
Q4 2024 Jan 22, 2025	SELL	$168.32 - $181.87 $894,284 - $966,275	-5,313 Reduced 12.19%	38,288 $6.48 Billion

Q3 2024 Oct 21, 2024	BUY	$159.75 - $174.57 $6.41 Million - $7.01 Million	40,149 Added 1163.06%	43,601 $7.61 Billion
Q2 2024 Jul 09, 2024	SELL	$154.57 - $163.65 $2,936 - $3,109	-19 Reduced 0.55%	3,452 $554 Million
Q1 2024 Apr 15, 2024	SELL	$147.46 - $162.86 $61,195 - $67,586	-415 Reduced 10.68%	3,471 $565 Million
Q4 2023 Jan 16, 2024	BUY	$131.82 - $149.95 $274,976 - $312,795	2,086 Added 115.89%	3,886 $581 Million
Q3 2023 Oct 23, 2023	SELL	$137.93 - $147.18 $110,206 - $117,596	-799 Reduced 30.74%	1,800 $245 Million
Q2 2023 Aug 09, 2023	BUY	$134.74 - $142.42 $350,189 - $370,149	2,599 New	2,599 $369 Million

Others Institutions Holding VTV

# of Institutions

2,755

Shares Held

586M

Call Options Held

159K

Put Options Held

38.8K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Kingswood Wealth Advisors, LLC Vanguard Value ETF Transaction History