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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$990K	Buy
2025 Q2	$711K	Sell
2025 Q1	$613K	Sell
2024 Q4	$676K	Buy
2024 Q3	$332K	Sell
2024 Q2	$518K	Buy
2024 Q1	$496K	Buy
2023 Q4	$430K	Buy