Kingswood Wealth Advisors, LLC Vanguard Small Cap Growth 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 Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,015 shares of VBK stock, worth $1.48 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,015
Previous 6,106 17.87%
Holding current value
$1.48 Million
Previous $1.63 Billion 13.96%
% of portfolio
0.11%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$264.18 - $304.19 $288,220 - $331,871
-1,091 Reduced 17.87%
5,015 $1.4 Billion
Q3 2024

Oct 21, 2024
BUY
$240.48 - $267.94 $1.47 Million - $1.64 Million
6,106 New
6,106 $1.63 Billion

Others Institutions Holding VBK

# of Institutions
1,141
Shares Held
42.8M
Call Options Held
53.1K
Put Options Held
28.3K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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