Kingswood Wealth Advisors, LLC Vanguard Consumer Staples ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,421 shares of VDC stock, worth $1.58 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

7,421

Previous 24,896 70.19%

Holding current value

$1.58 Million

Previous $5.44 Billion 71.16%

% of portfolio

0.12%

Previous 0.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$210.96 - $223.62 $3.69 Million - $3.91 Million	-17,475 Reduced 70.19%	7,421 $1.57 Billion
Q3 2024 Oct 21, 2024	BUY	$201.77 - $221.32 $4.23 Million - $4.64 Million	20,957 Added 532.04%	24,896 $5.44 Billion
Q2 2024 Jul 09, 2024	SELL	$194.57 - $209.07 $120,827 - $129,832	-621 Reduced 13.62%	3,939 $800 Million
Q1 2024 Apr 15, 2024	SELL	$189.57 - $204.14 $443,783 - $477,891	-2,341 Reduced 33.92%	4,560 $931 Million
Q4 2023 Jan 16, 2024	BUY	$175.13 - $191.99 $1.21 Million - $1.32 Million	6,901 New	6,901 $1.32 Billion

Others Institutions Holding VDC

# of Institutions

667

Shares Held

15.8M

Call Options Held

2.5K

Put Options Held

View Full List

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

More about VDC

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Kingswood Wealth Advisors, LLC Vanguard Consumer Staples ETF Transaction History