KWM
Kingsview Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
8,955
+3,072
| +52% | +$214K | 0.01% | 696 |
|
|
2025
Q1 | $414K | Buy |
+5,883
| New | +$414K | 0.01% | 787 |
|
|
2021
Q3 | – | Sell |
-2,006
| Closed | -$207K | – | 844 |
|
|
2021
Q2 | $207K | Sell |
2,006
-544
| -21% | -$56.1K | 0.01% | 818 |
|
|
2021
Q1 | $251K | Buy |
2,550
+435
| +21% | +$42.8K | 0.01% | 696 |
|
|
2020
Q4 | $232K | Sell |
2,115
-35
| -2% | -$3.84K | 0.02% | 610 |
|
|
2020
Q3 | $240K | Sell |
2,150
-433
| -17% | -$48.3K | 0.02% | 524 |
|
|
2020
Q2 | $288K | Sell |
2,583
-349
| -12% | -$38.9K | 0.03% | 449 |
|
|
2020
Q1 | $313K | Buy |
2,932
+657
| +29% | +$70.1K | 0.04% | 348 |
|
|
2019
Q4 | $228K | Buy |
+2,275
| New | +$228K | 0.03% | 421 |
|