Kingswood Wealth Advisors, LLC Vanguard Financial ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

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 4,606 shares of VFH stock, worth $588,232. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,606

Previous 4,431 3.95%

Holding current value

$588,232

Previous $564 Million 7.17%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$125.23 - $132.78 $21,915 - $23,236	175 Added 3.95%	4,606 $604 Million
Q2 2025 Jul 23, 2025	SELL	$104.87 - $127.3 $416,753 - $505,890	-3,974 Reduced 47.28%	4,431 $564 Million
Q1 2025 Jul 25, 2025	BUY	$114.07 - $127.34 $2,737 - $3,056	24 Added 0.54%	4,455 $532 Million
Q1 2025 Apr 21, 2025	BUY	$114.07 - $127.34 $44,715 - $49,917	392 Added 4.89%	8,405 $1 Billion
Q4 2024 Jan 22, 2025	BUY	$108.87 - $126.2 $464,112 - $537,990	4,263 Added 113.68%	8,013 $946 Million

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

807

Shares Held

54.9M

Call Options Held

61.9K

Put Options Held

6.9K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Kingswood Wealth Advisors, LLC Vanguard Financial ETF Transaction History