Kingswood Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.85M	Buy
2025 Q1	$7.33M	Buy
2024 Q4	$6.48M	Sell
2024 Q3	$7.61M	Buy
2024 Q2	$554K	Sell
2024 Q1	$565K	Sell
2023 Q4	$581K	Buy
2023 Q3	$245K	Sell
2023 Q2	$369K	Buy