Kingswood Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,853 shares of VT stock, worth $1.79 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,853

Previous 12,817 0.28%

Holding current value

$1.79 Million

Previous $1.65 Billion 7.52%

% of portfolio

0.11%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$128.41 - $138.03 $4,622 - $4,969	36 Added 0.28%	12,853 $1.77 Billion
Q2 2025 Jul 23, 2025	SELL	$103.16 - $128.52 $3.72 Million - $4.64 Million	-36,072 Reduced 73.78%	12,817 $1.65 Billion
Q1 2025 Jul 25, 2025	SELL	$115.08 - $123.97 $58,345 - $62,852	-507 Reduced 3.96%	12,310 $1.43 Billion
Q1 2025 Apr 21, 2025	BUY	$115.08 - $123.97 $2.83 Million - $3.05 Million	24,602 Added 101.3%	48,889 $5.69 Billion
Q4 2024 Jan 22, 2025	BUY	$117.09 - $123.07 $1.42 Million - $1.5 Million	12,151 Added 100.12%	24,287 $2.85 Billion

Q3 2024 Oct 21, 2024	BUY	$107.72 - $119.96 $107 - $119	1 Added 0.01%	12,136 $1.45 Billion
Q1 2024 Apr 15, 2024	SELL	$100.68 - $110.5 $7,853 - $8,619	-78 Reduced 0.64%	12,135 $1.34 Billion
Q4 2023 Jan 16, 2024	BUY	$88.97 - $103.1 $512,734 - $594,165	5,763 Added 89.35%	12,213 $1.26 Billion
Q3 2023 Oct 23, 2023	SELL	$92.79 - $100.59 $375,799 - $407,389	-4,050 Reduced 38.57%	6,450 $600 Million
Q2 2023 Aug 09, 2023	BUY	$91.33 - $98.06 $958,965 - $1.03 Million	10,500 New	10,500 $1.02 Billion

Others Institutions Holding VT

# of Institutions

1,217

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Kingswood Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History