KWA
Kingswood Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Sell |
37,709
-1,929
| -5% | -$1.1M | 1.69% | 9 |
|
|
2025
Q1 | $20.4M | Sell |
39,638
-1,370
| -3% | -$704K | 1.86% | 6 |
|
|
2024
Q4 | $22.1M | Buy |
41,008
+22,154
| +118% | +$11.9M | 1.66% | 7 |
|
|
2024
Q3 | $9.95M | Buy |
18,854
+10,454
| +124% | +$5.52M | 0.71% | 20 |
|
|
2024
Q2 | $4.2M | Buy |
8,400
+2,589
| +45% | +$1.29M | 0.38% | 50 |
|
|
2024
Q1 | $2.79M | Sell |
5,811
-801
| -12% | -$385K | 0.32% | 66 |
|
|
2023
Q4 | $2.89M | Buy |
6,612
+5,993
| +968% | +$2.62M | 0.33% | 64 |
|
|
2023
Q3 | $686K | Sell |
619
-32
| -5% | -$35.4K | 0.12% | 199 |
|
|
2023
Q2 | $265K | Buy |
+651
| New | +$265K | 0.08% | 215 |
|