Kingswood Wealth Advisors, LLC Vanguard Russell 1000 Growth E Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,675 shares of VONG stock, worth $762,098. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,675

Previous 10,784 19.56%

Holding current value

$762,098

Previous $1.11 Billion 27.75%

% of portfolio

0.03%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$92.71 - $107.38 $195,525 - $226,464	-2,109 Reduced 19.56%	8,675 $805 Million
Q4 2024 Jan 22, 2025	BUY	$95.27 - $107.82 $499,691 - $565,515	5,245 Added 94.69%	10,784 $1.11 Billion
Q3 2024 Oct 21, 2024	SELL	$85.48 - $98.39 $243,105 - $279,821	-2,844 Reduced 33.93%	5,539 $535 Million
Q2 2024 Jul 09, 2024	SELL	$81.38 - $94.58 $33,040 - $38,399	-406 Reduced 4.62%	8,383 $786 Million
Q1 2024 Apr 15, 2024	BUY	$75.82 - $87.22 $359,007 - $412,986	4,735 Added 116.8%	8,789 $762 Million
Q4 2023 Jan 16, 2024	BUY	$66.09 - $78.32 $267,928 - $317,509	4,054 New	4,054 $316 Million

Others Institutions Holding VONG

# of Institutions

781

Shares Held

151M

Call Options Held

25.9K

Put Options Held

1.2K

View Full List

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Vanguard Russell 1000 Growth E Transaction History