Kingswood Wealth Advisors, LLC Vanguard Utilities ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $2.07 Trillion
  • Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,260 shares of VPU stock, worth $434,711. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,260
Previous 2,256 0.18%
Holding current value
$434,711
Previous $427 Million 2.13%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jan 28, 2026
BUY
$190.8 - $202.04 $763 - $808
4 Added 0.18%
2,260 $418 Million
Q3 2025

Oct 23, 2025
BUY
$175.25 - $189.41 $133,540 - $144,330
762 Added 51.0%
2,256 $427 Million
Q2 2025

Jul 23, 2025
BUY
$158.36 - $178.82 $791 - $894
5 Added 0.34%
1,494 $264 Million
Q1 2025

Jul 25, 2025
SELL
$161.24 - $173.33 $806 - $866
-5 Reduced 0.33%
1,489 $254 Million
Q1 2025

Apr 21, 2025
SELL
$161.24 - $173.33 $15,317 - $16,466
-95 Reduced 6.0%
1,489 $254 Million
Q4 2024

Jan 22, 2025
BUY
$160.52 - $179.11 $254,263 - $283,710
1,584 New
1,584 $259 Million

Others Institutions Holding VPU

# of Institutions
703
Shares Held
13.8M
Call Options Held
26.3K
Put Options Held
4.1K
View Full List

About VANGUARD UTILITIES ETF

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