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

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

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 33,328 shares of VTI stock, worth $9.94 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

33,328

Previous 18,809 77.19%

Holding current value

$9.94 Million

Previous $5.32 Billion 81.61%

% of portfolio

0.73%

Previous 0.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,130

Shares Held

467M

Call Options Held

1.81M

Put Options Held

620K

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