Kingswood Wealth Advisors, LLC Vanguard Financial ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,750 shares of VFH stock, worth $449,475. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,750
Previous 4,255 11.87%
Holding current value
$449,475
Previous $425 Million 3.3%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$99.27 - $111.21 $50,131 - $56,161
-505 Reduced 11.87%
3,750 $411 Million
Q2 2024

Jul 09, 2024
BUY
$95.9 - $103.0 $25,221 - $27,089
263 Added 6.59%
4,255 $425 Million
Q1 2024

Apr 15, 2024
SELL
$90.62 - $102.39 $93,429 - $105,564
-1,031 Reduced 20.53%
3,992 $409 Million
Q4 2023

Jan 16, 2024
BUY
$75.97 - $92.67 $96,709 - $117,968
1,273 Added 33.95%
5,023 $463 Million
Q2 2023

Aug 09, 2023
BUY
$74.65 - $81.49 $279,937 - $305,587
3,750 New
3,750 $305 Million

Others Institutions Holding VFH

# of Institutions
688
Shares Held
52.3M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

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