Kingswood Wealth Advisors, LLC Vanguard Consumer Discretionar Transaction History
Kingswood Wealth Advisors, LLC
- $2.07 Trillion
- Q4 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,352 shares of VCR stock, worth $513,422. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,352
Previous 1,351
0.07%
Holding current value
$513,422
Previous $535 Million
0.51%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding VCR
# of Institutions
609Shares Held
8.01MCall Options Held
14.9KPut Options Held
5K-
Bank Of America Corp Charlotte, NC1.47MShares$558 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY464KShares$176 Million0.01% of portfolio
-
Morgan Stanley New York, NY385KShares$146 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ366KShares$139 Million2.23% of portfolio
-
Wells Fargo & Company San Francisco, CA359KShares$136 Million0.03% of portfolio