Kingswood Wealth Advisors, LLC Vanguard Growth ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,329 shares of VUG stock, worth $5.48 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

11,329

Previous 8,489 33.46%

Holding current value

$5.48 Million

Previous $3.72 Billion 46.0%

% of portfolio

0.33%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$433.97 - $484.08 $1.23 Million - $1.37 Million	2,840 Added 33.46%	11,329 $5.43 Billion
Q2 2025 Jul 23, 2025	SELL	$329.49 - $438.4 $944,977 - $1.26 Million	-2,868 Reduced 25.25%	8,489 $3.72 Billion
Q1 2025 Jul 25, 2025	SELL	$369.1 - $427.61 $153,914 - $178,313	-417 Reduced 4.91%	8,072 $3 Billion
Q1 2025 Apr 21, 2025	BUY	$369.1 - $427.61 $1.19 Million - $1.38 Million	3,220 Added 39.57%	11,357 $4.22 Billion
Q4 2024 Jan 22, 2025	BUY	$378.79 - $428.11 $1.06 Million - $1.2 Million	2,794 Added 52.29%	8,137 $3.34 Billion

Q3 2024 Oct 21, 2024	BUY	$341.08 - $391.94 $724,795 - $832,872	2,125 Added 66.03%	5,343 $2.05 Billion
Q2 2024 Jul 09, 2024	BUY	$322.46 - $377.11 $91,901 - $107,476	285 Added 9.72%	3,218 $1.2 Billion
Q1 2024 Apr 15, 2024	BUY	$301.05 - $346.61 $182,436 - $210,045	606 Added 26.04%	2,933 $1.01 Billion
Q4 2023 Jan 16, 2024	BUY	$261.54 - $312.16 $608,603 - $726,396	2,327 New	2,327 $723 Million

Others Institutions Holding VUG

# of Institutions

2,911

Shares Held

277M

Call Options Held

345K

Put Options Held

178K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Kingswood Wealth Advisors, LLC Vanguard Growth ETF Transaction History