KWM
Kingsview Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
25,136
+6,229
| +33% | +$490K | 0.03% | 440 |
|
|
2025
Q1 | $1.48M | Buy |
18,907
+5,627
| +42% | +$440K | 0.03% | 450 |
|
|
2024
Q4 | $1.03M | Sell |
13,280
-3,133
| -19% | -$242K | 0.02% | 539 |
|
|
2024
Q3 | $1.29M | Buy |
16,413
+2,802
| +21% | +$220K | 0.03% | 472 |
|
|
2024
Q2 | $1.04M | Buy |
13,611
+3,147
| +30% | +$241K | 0.02% | 501 |
|
|
2024
Q1 | $802K | Sell |
10,464
-12,322
| -54% | -$945K | 0.02% | 555 |
|
|
2023
Q4 | $1.75M | Sell |
22,786
-5,494
| -19% | -$423K | 0.05% | 310 |
|
|
2023
Q3 | $2.13M | Sell |
28,280
-1,056
| -4% | -$79.4K | 0.08% | 271 |
|
|
2023
Q2 | $2.22M | Sell |
29,336
-3,880
| -12% | -$293K | 0.09% | 232 |
|
|
2023
Q1 | $2.54M | Sell |
33,216
-5,475
| -14% | -$419K | 0.11% | 202 |
|
|
2022
Q4 | $2.91M | Sell |
38,691
-2,340
| -6% | -$176K | 0.13% | 189 |
|
|
2022
Q3 | $3.07M | Sell |
41,031
-10,138
| -20% | -$759K | 0.15% | 160 |
|
|
2022
Q2 | $3.93M | Buy |
51,169
+1,500
| +3% | +$115K | 0.19% | 129 |
|
|
2022
Q1 | $3.87M | Sell |
49,669
-1,498
| -3% | -$117K | 0.17% | 136 |
|
|
2021
Q4 | $4.14M | Sell |
51,167
-6,675
| -12% | -$540K | 0.17% | 129 |
|
|
2021
Q3 | $4.74M | Buy |
57,842
+15,738
| +37% | +$1.29M | 0.22% | 101 |
|
|
2021
Q2 | $3.46M | Sell |
42,104
-2,671
| -6% | -$219K | 0.17% | 134 |
|
|
2021
Q1 | $3.68M | Buy |
44,775
+3,084
| +7% | +$253K | 0.21% | 111 |
|
|
2020
Q4 | $3.46M | Buy |
41,691
+9,805
| +31% | +$813K | 0.25% | 94 |
|
|
2020
Q3 | $2.65M | Sell |
31,886
-779
| -2% | -$64.7K | 0.24% | 104 |
|
|
2020
Q2 | $2.72M | Buy |
32,665
+1,680
| +5% | +$140K | 0.27% | 93 |
|
|
2020
Q1 | $2.55M | Buy |
30,985
+5,974
| +24% | +$491K | 0.34% | 84 |
|
|
2019
Q4 | $2.02M | Sell |
25,011
-204
| -0.8% | -$16.4K | 0.25% | 107 |
|
|
2019
Q3 | $2.04M | Buy |
25,215
+989
| +4% | +$79.9K | 0.32% | 89 |
|
|
2019
Q2 | $1.95M | Buy |
24,226
+1,446
| +6% | +$116K | 0.33% | 82 |
|
|
2019
Q1 | $1.81M | Sell |
22,780
-935
| -4% | -$74.4K | 0.28% | 102 |
|
|
2018
Q4 | $1.86M | Sell |
23,715
-456
| -2% | -$35.8K | 0.41% | 72 |
|
|
2018
Q3 | $1.89M | Buy |
24,171
+4,890
| +25% | +$382K | 0.38% | 76 |
|
|
2018
Q2 | $1.51M | Buy |
19,281
+5,758
| +43% | +$450K | 0.36% | 87 |
|
|
2018
Q1 | $1.06M | Buy |
13,523
+3,170
| +31% | +$249K | 0.26% | 114 |
|
|
2017
Q4 | $819K | Buy |
10,353
+4,288
| +71% | +$339K | 0.29% | 107 |
|
|
2017
Q3 | $484K | Buy |
6,065
+2,617
| +76% | +$209K | 0.21% | 142 |
|
|
2017
Q2 | $275K | Buy |
3,448
+779
| +29% | +$62.1K | 0.14% | 198 |
|
|
2017
Q1 | $213K | Buy |
+2,669
| New | +$213K | 0.13% | 214 |
|