Kestra Private Wealth Services, LLC Vanguard S&P Small Cap 600 Val Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 7,770 shares of VIOV stock, worth $736,518. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,770
Previous 7,637 1.74%
Holding current value
$736,518
Previous $653,000 13.17%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$85.31 - $97.03 $11,346 - $12,904
133 Added 1.74%
7,770 $739,000
Q2 2025

Aug 07, 2025
BUY
$71.94 - $86.02 $69,637 - $83,267
968 Added 14.51%
7,637 $653,000
Q1 2025

May 05, 2025
SELL
$82.81 - $96.53 $11,924 - $13,900
-144 Reduced 2.11%
6,669 $559,000
Q4 2024

Jan 28, 2025
BUY
$89.88 - $101.38 $146,953 - $165,756
1,635 Added 31.58%
6,813 $635,000
Q3 2024

Nov 13, 2024
BUY
$82.38 - $93.84 $426,563 - $485,903
5,178 New
5,178 $478,000

Others Institutions Holding VIOV

# of Institutions
215
Shares Held
6.78M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P SMALL CAP 600 VAL

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