Kingswood Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Kingswood Wealth Advisors, LLC

  • $2.07 Trillion
  • Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,575 shares of VNQ stock, worth $1.04 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,575
Previous 12,902 10.29%
Holding current value
$1.04 Million
Previous $1.18 Billion 13.16%
% of portfolio
0.05%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
SELL
$88.13 - $92.69 $116,948 - $122,999
-1,327 Reduced 10.29%
11,575 $1.02 Billion
Q3 2025

Oct 23, 2025
BUY
$88.47 - $93.24 $428,902 - $452,027
4,848 Added 60.19%
12,902 $1.18 Billion
Q2 2025

Jul 23, 2025
SELL
$79.79 - $91.42 $748,190 - $857,245
-9,377 Reduced 53.79%
8,054 $717 Million
Q1 2025

Jul 25, 2025
BUY
$85.55 - $94.34 $447,255 - $493,209
5,228 Added 64.91%
13,282 $1.2 Billion
Q1 2025

Apr 21, 2025
BUY
$85.55 - $94.34 $25,579 - $28,207
299 Added 1.75%
17,431 $1.58 Billion
Q4 2024

Jan 22, 2025
BUY
$87.85 - $98.6 $785,818 - $881,977
8,945 Added 109.26%
17,132 $1.53 Billion
Q3 2024

Oct 21, 2024
BUY
$82.97 - $98.97 $55,589 - $66,309
670 Added 8.91%
8,187 $798 Million
Q2 2024

Jul 09, 2024
BUY
$78.61 - $85.97 $77,823 - $85,110
990 Added 15.17%
7,517 $630 Million
Q1 2024

Apr 15, 2024
BUY
$82.58 - $89.12 $146,579 - $158,188
1,775 Added 37.35%
6,527 $564 Million
Q4 2023

Jan 16, 2024
BUY
$71.05 - $89.54 $21,599 - $27,220
304 Added 6.83%
4,752 $420 Million
Q3 2023

Oct 23, 2023
BUY
$75.44 - $86.89 $335,557 - $386,486
4,448 New
4,448 $337 Million

Others Institutions Holding VNQ

# of Institutions
1,951
Shares Held
237M
Call Options Held
1.08M
Put Options Held
1.31M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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