Kingswood Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 24,693 shares of VYM stock, worth $2.99 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
24,693
Previous 14,633 68.75%
Holding current value
$2.99 Million
Previous $1.87 Billion 70.24%
% of portfolio
0.12%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$126.11 - $135.06 $1.27 Million - $1.36 Million
10,060 Added 68.75%
24,693 $3.18 Billion
Q4 2024

Jan 22, 2025
SELL
$126.68 - $134.74 $243,352 - $258,835
-1,921 Reduced 11.6%
14,633 $1.87 Billion
Q3 2024

Oct 21, 2024
BUY
$117.9 - $128.2 $870,573 - $946,628
7,384 Added 80.52%
16,554 $2.12 Billion
Q2 2024

Jul 09, 2024
SELL
$114.71 - $121.51 $24,662 - $26,124
-215 Reduced 2.29%
9,170 $1.09 Billion
Q1 2024

Apr 15, 2024
BUY
$109.98 - $120.99 $13,857 - $15,244
126 Added 1.36%
9,385 $1.14 Billion
Q4 2023

Jan 16, 2024
BUY
$98.71 - $111.84 $494,635 - $560,430
5,011 Added 117.96%
9,259 $1.03 Billion
Q3 2023

Oct 23, 2023
BUY
$103.32 - $110.34 $32,959 - $35,198
319 Added 8.12%
4,248 $439 Million
Q2 2023

Aug 09, 2023
BUY
$101.36 - $107.68 $398,243 - $423,074
3,929 New
3,929 $417 Million

Others Institutions Holding VYM

# of Institutions
1,970
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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