Kingswood Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21.4M	Sell
2025 Q1	$20.4M	Sell
2024 Q4	$22.1M	Buy
2024 Q3	$9.95M	Buy
2024 Q2	$4.2M	Buy
2024 Q1	$2.79M	Sell
2023 Q4	$2.89M	Buy
2023 Q3	$686K	Sell
2023 Q2	$265K	Buy