Kingswood Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 29,204 shares of VB stock, worth $7 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

29,204

Previous 10,377 181.43%

Holding current value

$7 Million

Previous $2.46 Billion 185.11%

% of portfolio

0.53%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$233.76 - $261.58 $4.4 Million - $4.92 Million	18,827 Added 181.43%	29,204 $7.02 Billion
Q3 2024 Oct 21, 2024	SELL	$214.77 - $237.72 $2.68 Million - $2.96 Million	-12,462 Reduced 54.56%	10,377 $2.46 Billion
Q2 2024 Jul 09, 2024	BUY	$210.76 - $226.94 $1.57 Million - $1.69 Million	7,465 Added 48.56%	22,839 $4.98 Billion
Q1 2024 Apr 15, 2024	SELL	$204.0 - $228.59 $1.43 Million - $1.6 Million	-7,007 Reduced 31.31%	15,374 $3.51 Billion
Q4 2023 Jan 16, 2024	BUY	$175.26 - $215.9 $3.61 Million - $4.44 Million	20,581 Added 1143.39%	22,381 $4.77 Billion
Q3 2023 Oct 23, 2023	SELL	$186.24 - $208.75 $160,911 - $180,360	-864 Reduced 32.43%	1,800 $340 Million
Q2 2023 Aug 09, 2023	BUY	$181.26 - $198.89 $482,876 - $529,842	2,664 New	2,664 $530 Million

Others Institutions Holding VB

# of Institutions

2,318

Shares Held

161M

Call Options Held

74.8K

Put Options Held

50.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History