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

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

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 14,633 shares of VYM stock, worth $1.93 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

14,633

Previous 16,554 11.6%

Holding current value

$1.93 Million

Previous $2.12 Billion 11.92%

% of portfolio

0.14%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,831

Shares Held

181M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

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