Kingswood Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,517 shares of VYM stock, worth $2.05 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
14,517
Previous 9,065 60.14%
Holding current value
$2.05 Million
Previous $1.21 Billion 69.32%
% of portfolio
0.12%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$132.9 - $142.03 $724,570 - $774,347
5,452 Added 60.14%
14,517 $2.05 Billion
Q2 2025

Jul 23, 2025
SELL
$114.78 - $133.31 $1.79 Million - $2.08 Million
-15,628 Reduced 63.29%
9,065 $1.21 Billion
Q1 2025

Jul 25, 2025
BUY
$126.11 - $135.06 $22,447 - $24,040
178 Added 1.96%
9,243 $1.19 Billion
Q1 2025

Apr 21, 2025
BUY
$126.11 - $135.06 $1.27 Million - $1.36 Million
10,060 Added 68.75%
24,693 $3.18 Billion
Q4 2024

Jan 22, 2025
SELL
$126.68 - $134.74 $243,352 - $258,835
-1,921 Reduced 11.6%
14,633 $1.87 Billion
Q3 2024

Oct 21, 2024
BUY
$117.9 - $128.2 $870,573 - $946,628
7,384 Added 80.52%
16,554 $2.12 Billion
Q2 2024

Jul 09, 2024
SELL
$114.71 - $121.51 $24,662 - $26,124
-215 Reduced 2.29%
9,170 $1.09 Billion
Q1 2024

Apr 15, 2024
BUY
$109.98 - $120.99 $13,857 - $15,244
126 Added 1.36%
9,385 $1.14 Billion
Q4 2023

Jan 16, 2024
BUY
$98.71 - $111.84 $494,635 - $560,430
5,011 Added 117.96%
9,259 $1.03 Billion
Q3 2023

Oct 23, 2023
BUY
$103.32 - $110.34 $32,959 - $35,198
319 Added 8.12%
4,248 $439 Million
Q2 2023

Aug 09, 2023
BUY
$101.36 - $107.68 $398,243 - $423,074
3,929 New
3,929 $417 Million

Others Institutions Holding VYM

# of Institutions
2,097
Shares Held
190M
Call Options Held
2.01M
Put Options Held
167K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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