Kingswood Wealth Advisors, LLC Vanguard Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,507 shares of VGSH stock, worth $264,560. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,507
Previous 15,305 70.55%
Holding current value
$264,560
Previous $890 Million 70.3%
% of portfolio
0.01%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$58.07 - $58.69 $627,039 - $633,734
-10,798 Reduced 70.55%
4,507 $264 Million
Q4 2024

Jan 22, 2025
BUY
$58.02 - $58.88 $315,976 - $320,660
5,446 Added 55.24%
15,305 $890 Million
Q3 2024

Oct 21, 2024
BUY
$57.74 - $59.13 $170,968 - $175,083
2,961 Added 42.93%
9,859 $582 Million
Q2 2024

Jul 09, 2024
BUY
$57.55 - $58.0 $17,495 - $17,632
304 Added 4.61%
6,898 $400 Million
Q1 2024

Apr 15, 2024
BUY
$57.88 - $58.54 $381,660 - $386,012
6,594 New
6,594 $383 Million

Others Institutions Holding VGSH

# of Institutions
1,005
Shares Held
253M
Call Options Held
5.1K
Put Options Held
1.3K
View Full List

About VANGUARD

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