Kingswood Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Kingswood Wealth Advisors, LLC

$2.07 Trillion
Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 59,183 shares of VTI stock, worth $19.5 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

59,183

Previous 21,716 172.53%

Holding current value

$19.5 Million

Previous $7.13 Billion 178.43%

% of portfolio

0.96%

Previous 0.43%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$321.8 - $337.95 $12.1 Million - $12.7 Million	37,467 Added 172.53%	59,183 $19.8 Billion
Q3 2025 Oct 23, 2025	SELL	$303.93 - $329.86 $160,778 - $174,495	-529 Reduced 2.38%	21,716 $7.13 Billion
Q2 2025 Jul 23, 2025	SELL	$243.75 - $303.93 $11.9 Million - $14.9 Million	-48,890 Reduced 68.73%	22,245 $6.76 Billion
Q1 2025 Jul 25, 2025	SELL	$271.18 - $303.12 $479,717 - $536,219	-1,769 Reduced 7.95%	20,476 $5.63 Billion
Q1 2025 Apr 21, 2025	BUY	$271.18 - $303.12 $10.3 Million - $11.5 Million	37,807 Added 113.44%	71,135 $19.6 Billion

Q4 2024 Jan 22, 2025	BUY	$280.04 - $302.45 $4.07 Million - $4.39 Million	14,519 Added 77.19%	33,328 $9.66 Billion
Q3 2024 Oct 21, 2024	BUY	$255.18 - $283.2 $1.03 Million - $1.15 Million	4,045 Added 27.4%	18,809 $5.32 Billion
Q2 2024 Jul 09, 2024	BUY	$245.23 - $269.4 $580,704 - $637,939	2,368 Added 19.1%	14,764 $3.95 Billion
Q1 2024 Apr 15, 2024	SELL	$232.77 - $260.14 $596,589 - $666,738	-2,563 Reduced 17.13%	12,396 $3.22 Billion
Q4 2023 Jan 16, 2024	BUY	$203.12 - $238.25 $1.44 Million - $1.69 Million	7,090 Added 90.1%	14,959 $3.55 Billion
Q3 2023 Oct 23, 2023	BUY	$211.41 - $228.35 $776,086 - $838,272	3,671 Added 87.45%	7,869 $1.67 Billion
Q2 2023 Aug 09, 2023	BUY	$200.75 - $220.28 $842,748 - $924,735	4,198 New	4,198 $925 Million

Others Institutions Holding VTI

# of Institutions

3,692

Shares Held

538M

Call Options Held

1.6M

Put Options Held

676K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Kingswood Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History