KWM
Kingsview Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
16,455
-3,097
| -16% | -$240K | 0.02% | 525 |
|
|
2025
Q1 | $1.5M | Sell |
19,552
-1,299
| -6% | -$99.5K | 0.03% | 448 |
|
|
2024
Q4 | $1.56M | Sell |
20,851
-6,248
| -23% | -$467K | 0.03% | 449 |
|
|
2024
Q3 | $2.12M | Buy |
27,099
+5,662
| +26% | +$444K | 0.04% | 365 |
|
|
2024
Q2 | $1.61M | Buy |
21,437
+1,257
| +6% | +$94.1K | 0.04% | 398 |
|
|
2024
Q1 | $1.52M | Sell |
20,180
-2,548
| -11% | -$192K | 0.04% | 403 |
|
|
2023
Q4 | $1.74M | Sell |
22,728
-2,766
| -11% | -$211K | 0.05% | 311 |
|
|
2023
Q3 | $1.84M | Buy |
25,494
+8,025
| +46% | +$580K | 0.07% | 300 |
|
|
2023
Q2 | $1.31M | Buy |
17,469
+93
| +0.5% | +$7K | 0.05% | 325 |
|
|
2023
Q1 | $1.33M | Sell |
17,376
-1,489
| -8% | -$114K | 0.06% | 322 |
|
|
2022
Q4 | $1.4M | Sell |
18,865
-18,700
| -50% | -$1.39M | 0.06% | 285 |
|
|
2022
Q3 | $2.76M | Sell |
37,565
-6,811
| -15% | -$500K | 0.13% | 178 |
|
|
2022
Q2 | $3.45M | Buy |
44,376
+2,445
| +6% | +$190K | 0.16% | 143 |
|
|
2022
Q1 | $3.43M | Sell |
41,931
-797
| -2% | -$65.3K | 0.15% | 149 |
|
|
2021
Q4 | $3.74M | Sell |
42,728
-5,462
| -11% | -$479K | 0.16% | 141 |
|
|
2021
Q3 | $4.31M | Buy |
48,190
+14,126
| +41% | +$1.26M | 0.2% | 112 |
|
|
2021
Q2 | $3.06M | Buy |
34,064
+1,236
| +4% | +$111K | 0.15% | 148 |
|
|
2021
Q1 | $2.91M | Buy |
32,828
+3,951
| +14% | +$350K | 0.17% | 136 |
|
|
2020
Q4 | $2.68M | Buy |
28,877
+19,619
| +212% | +$1.82M | 0.19% | 120 |
|
|
2020
Q3 | $865K | Buy |
9,258
+40
| +0.4% | +$3.74K | 0.08% | 255 |
|
|
2020
Q2 | $859K | Sell |
9,218
-212
| -2% | -$19.8K | 0.09% | 228 |
|
|
2020
Q1 | $842K | Buy |
9,430
+275
| +3% | +$24.6K | 0.11% | 201 |
|
|
2019
Q4 | $799K | Sell |
9,155
-208
| -2% | -$18.2K | 0.1% | 223 |
|
|
2019
Q3 | $824K | Buy |
9,363
+377
| +4% | +$33.2K | 0.13% | 179 |
|
|
2019
Q2 | $777K | Sell |
8,986
-867
| -9% | -$75K | 0.13% | 187 |
|
|
2019
Q1 | $827K | Buy |
9,853
+92
| +0.9% | +$7.72K | 0.13% | 198 |
|
|
2018
Q4 | $793K | Buy |
9,761
+173
| +2% | +$14.1K | 0.17% | 160 |
|
|
2018
Q3 | $772K | Buy |
9,588
+94
| +1% | +$7.57K | 0.16% | 176 |
|
|
2018
Q2 | $769K | Sell |
9,494
-1,664
| -15% | -$135K | 0.18% | 149 |
|
|
2018
Q1 | $912K | Sell |
11,158
-2,304
| -17% | -$188K | 0.23% | 130 |
|
|
2017
Q4 | $1.13M | Buy |
13,462
+767
| +6% | +$64.3K | 0.4% | 69 |
|
|
2017
Q3 | $1.08M | Buy |
12,695
+4,801
| +61% | +$407K | 0.47% | 57 |
|
|
2017
Q2 | $667K | Buy |
7,894
+5,236
| +197% | +$442K | 0.34% | 94 |
|
|
2017
Q1 | $222K | Buy |
+2,658
| New | +$222K | 0.13% | 204 |
|