KWA
Kingswood Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.85M | Buy |
50,049
+7,619
| +18% | +$1.35M | 0.7% | 18 |
|
|
2025
Q1 | $7.33M | Buy |
42,430
+4,142
| +11% | +$715K | 0.67% | 18 |
|
|
2024
Q4 | $6.48M | Sell |
38,288
-5,313
| -12% | -$900K | 0.49% | 34 |
|
|
2024
Q3 | $7.61M | Buy |
43,601
+40,149
| +1,163% | +$7.01M | 0.54% | 28 |
|
|
2024
Q2 | $554K | Sell |
3,452
-19
| -0.5% | -$3.05K | 0.05% | 364 |
|
|
2024
Q1 | $565K | Sell |
3,471
-415
| -11% | -$67.6K | 0.07% | 318 |
|
|
2023
Q4 | $581K | Buy |
3,886
+2,086
| +116% | +$312K | 0.07% | 308 |
|
|
2023
Q3 | $245K | Sell |
1,800
-799
| -31% | -$109K | 0.04% | 354 |
|
|
2023
Q2 | $369K | Buy |
+2,599
| New | +$369K | 0.12% | 171 |
|