Kingswood Wealth Advisors, LLC Vanguard S&P 500 Growth ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,465 shares of VOOG stock, worth $1.67 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,465

Previous 3,558 25.49%

Holding current value

$1.67 Million

Previous $1.23 Billion 33.26%

% of portfolio

0.12%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$340.59 - $380.5 $308,915 - $345,113	907 Added 25.49%	4,465 $1.63 Billion
Q3 2024 Oct 21, 2024	SELL	$305.34 - $350.41 $3,053 - $3,504	-10 Reduced 0.28%	3,558 $1.23 Billion
Q2 2024 Jul 09, 2024	SELL	$286.24 - $337.0 $14,598 - $17,187	-51 Reduced 1.41%	3,568 $1.19 Billion
Q1 2024 Apr 15, 2024	SELL	$262.92 - $306.83 $123,046 - $143,596	-468 Reduced 11.45%	3,619 $1.1 Billion
Q4 2023 Jan 16, 2024	BUY	$237.26 - $272.04 $26,098 - $29,924	110 Added 2.77%	4,087 $1.11 Billion
Q3 2023 Oct 23, 2023	BUY	$246.27 - $261.87 $715,168 - $760,470	2,904 Added 270.64%	3,977 $1.25 Billion
Q2 2023 Aug 09, 2023	BUY	$227.98 - $254.09 $244,622 - $272,638	1,073 New	1,073 $273 Million

Others Institutions Holding VOOG

# of Institutions

603

Shares Held

43.7M

Call Options Held

17.1K

Put Options Held

10K

View Full List

About VANGUARD S&P 500 GROWTH ETF

Ticker VOOG
Sector ETFs
Industry ETFs

More about VOOG

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Kingswood Wealth Advisors, LLC Vanguard S&P 500 Growth ETF Transaction History