VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,375 Value ($000) $10,836 Avg Close — Range —
Q3 2025
Shares 14,073 Value ($000) $10,507 Avg Close — Range —
Q2 2025
Shares 8,860 Value ($000) $5,877 Avg Close — Range —
Q1 2025
Shares 7,518 Value ($000) $4,081 Avg Close — Range —
Q4 2024
Shares 11,911 Value ($000) $7,407 Avg Close — Range —
Q3 2024
Shares 16,159 Value ($000) $9,476 Avg Close — Range —
Q2 2024
Shares 2,540 Value ($000) $1,465 Avg Close — Range —
Q1 2024
Shares 2,359 Value ($000) $1,237 Avg Close — Range —
Q4 2023
Shares 2,446 Value ($000) $1,184 Avg Close — Range —
Q3 2023
Shares 1,808 Value ($000) $750 Avg Close — Range —