Kingswood Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,665 shares of VOT stock, worth $717,924. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,665
Previous 1,363 95.52%
Holding current value
$717,924
Previous $332 Million 103.92%
% of portfolio
0.05%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$241.48 - $274.89 $314,406 - $357,906
1,302 Added 95.52%
2,665 $676 Million
Q3 2024

Oct 21, 2024
SELL
$218.05 - $243.47 $194,936 - $217,662
-894 Reduced 39.61%
1,363 $332 Million
Q2 2024

Jul 09, 2024
BUY
$218.75 - $234.97 $33,687 - $36,185
154 Added 7.32%
2,257 $518 Million
Q1 2024

Apr 15, 2024
BUY
$212.21 - $235.79 $30,770 - $34,189
145 Added 7.41%
2,103 $496 Million
Q4 2023

Jan 16, 2024
BUY
$180.9 - $221.2 $354,202 - $433,109
1,958 New
1,958 $430 Million

Others Institutions Holding VOT

# of Institutions
993
Shares Held
40M
Call Options Held
26.7K
Put Options Held
5.6K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

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