Kingswood Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.58M	Buy
2025 Q2	$1.63M	Buy
2025 Q1	$1.38M	Buy
2024 Q4	$1.07M	Sell
2024 Q3	$3.23M	Buy
2024 Q2	$613K	Buy
2024 Q1	$250K	Sell
2023 Q4	$327K	Buy
2023 Q3	$225K	Buy