Kingswood Wealth Advisors, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,617 shares of VBR stock, worth $715,044. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,617
Previous 4,501 19.64%
Holding current value
$715,044
Previous $904 Million 20.66%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jan 22, 2025
SELL
$197.36 - $217.3 $174,466 - $192,093
-884 Reduced 19.64%
3,617 $717 Million
Q3 2024

Oct 21, 2024
BUY
$179.99 - $201.6 $810,134 - $907,401
4,501 New
4,501 $904 Million
Q4 2023

Jan 16, 2024
BUY
$149.18 - $181.94 $171,258 - $208,867
1,148 New
1,148 $207 Million

Others Institutions Holding VBR

# of Institutions
1,696
Shares Held
100M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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