Kingswood Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Kingswood Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.54M	Buy
2025 Q2	$3.24M	Buy
2025 Q1	$2.72M	Sell
2024 Q4	$3.26M	Sell
2024 Q3	$3.54M	Buy
2024 Q2	$1.44M	Buy
2024 Q1	$1.04M	Sell
2023 Q4	$1.03M	Buy