Kingswood Wealth Advisors, LLC Vanguard Health Care ETF Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,541 shares of VHT stock, worth $2.83 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

11,541

Previous 5,849 97.32%

Holding current value

$2.83 Million

Previous $1.48 Billion 103.53%

% of portfolio

0.12%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$254.06 - $273.83 $1.45 Million - $1.56 Million	5,692 Added 97.32%	11,541 $3.02 Billion
Q4 2024 Jan 22, 2025	SELL	$250.81 - $283.3 $212,185 - $239,671	-846 Reduced 12.64%	5,849 $1.48 Billion
Q3 2024 Oct 21, 2024	BUY	$261.88 - $288.1 $836,182 - $919,903	3,193 Added 91.18%	6,695 $1.89 Billion
Q2 2024 Jul 09, 2024	BUY	$252.83 - $269.37 $68,516 - $72,999	271 Added 8.39%	3,502 $932 Million
Q1 2024 Apr 15, 2024	SELL	$253.63 - $270.54 $6,594 - $7,034	-26 Reduced 0.8%	3,231 $874 Million
Q4 2023 Jan 16, 2024	BUY	$223.1 - $251.09 $493,051 - $554,908	2,210 Added 211.08%	3,257 $816 Million
Q3 2023 Oct 23, 2023	SELL	$235.1 - $250.77 $227,576 - $242,745	-968 Reduced 48.04%	1,047 $473 Million
Q2 2023 Aug 09, 2023	BUY	$234.11 - $249.3 $471,731 - $502,339	2,015 New	2,015 $493 Million

Others Institutions Holding VHT

# of Institutions

1,160

Shares Held

24.6M

Call Options Held

37.3K

Put Options Held

11.1K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

More about VHT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Vanguard Health Care ETF Transaction History