Kingswood Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Kingswood Wealth Advisors’s Portfolio VT Stock Details VT 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	$1.77M	Buy
2025 Q2	$1.65M	Buy
2025 Q1	$1.43M	Sell
2024 Q4	$2.85M	Buy
2024 Q3	$1.45M	Buy
2024 Q2	$1.37M	Hold
2024 Q1	$1.34M	Sell
2023 Q4	$1.26M	Buy
2023 Q3	$600K	Sell
2023 Q2	$1.02M	Buy