Kingswood Wealth Advisors, LLC Vanguard Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,305 shares of VGSH stock, worth $893,352. This represents 0.07% of its overall portfolio holdings.

Number of Shares
15,305
Previous 9,859 55.24%
Holding current value
$893,352
Previous $582 Million 53.04%
% of portfolio
0.07%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
975
Shares Held
262M
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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