KWM
Kingsview Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Sell |
12,382
-1,980
| -14% | -$469K | 0.05% | 358 |
|
|
2025
Q1 | $3.18M | Sell |
14,362
-1,258
| -8% | -$279K | 0.06% | 284 |
|
|
2024
Q4 | $3.75M | Buy |
15,620
+1,722
| +12% | +$414K | 0.07% | 254 |
|
|
2024
Q3 | $3.3M | Buy |
13,898
+735
| +6% | +$174K | 0.07% | 258 |
|
|
2024
Q2 | $2.87M | Buy |
13,163
+6,147
| +88% | +$1.34M | 0.07% | 266 |
|
|
2024
Q1 | $1.6M | Buy |
7,016
+640
| +10% | +$146K | 0.04% | 388 |
|
|
2023
Q4 | $1.36M | Sell |
6,376
-7,177
| -53% | -$1.53M | 0.04% | 378 |
|
|
2023
Q3 | $2.56M | Buy |
13,553
+7,317
| +117% | +$1.38M | 0.09% | 232 |
|
|
2023
Q2 | $1.24M | Buy |
6,236
+616
| +11% | +$123K | 0.05% | 342 |
|
|
2023
Q1 | $1.07M | Sell |
5,620
-994
| -15% | -$188K | 0.04% | 385 |
|
|
2022
Q4 | $1.21M | Buy |
6,614
+2,668
| +68% | +$490K | 0.05% | 312 |
|
|
2022
Q3 | $674K | Buy |
3,946
+681
| +21% | +$116K | 0.03% | 432 |
|
|
2022
Q2 | $575K | Buy |
3,265
+330
| +11% | +$58.1K | 0.03% | 506 |
|
|
2022
Q1 | $624K | Buy |
2,935
+177
| +6% | +$37.6K | 0.03% | 526 |
|
|
2021
Q4 | $623K | Buy |
2,758
+576
| +26% | +$130K | 0.03% | 513 |
|
|
2021
Q3 | $477K | Sell |
2,182
-116
| -5% | -$25.4K | 0.02% | 561 |
|
|
2021
Q2 | $521K | Buy |
2,298
+340
| +17% | +$77.1K | 0.03% | 546 |
|
|
2021
Q1 | $426K | Buy |
1,958
+2
| +0.1% | +$435 | 0.02% | 541 |
|
|
2020
Q4 | $381K | Sell |
1,956
-13
| -0.7% | -$2.53K | 0.03% | 506 |
|
|
2020
Q3 | $303K | Sell |
1,969
-7,926
| -80% | -$1.22M | 0.03% | 474 |
|
|
2020
Q2 | $1.44M | Buy |
9,895
+8,083
| +446% | +$1.18M | 0.14% | 158 |
|
|
2020
Q1 | $209K | Sell |
1,812
-968
| -35% | -$112K | 0.03% | 418 |
|
|
2019
Q4 | $460K | Sell |
2,780
-213
| -7% | -$35.2K | 0.06% | 298 |
|
|
2019
Q3 | $461K | Buy |
2,993
+341
| +13% | +$52.5K | 0.07% | 269 |
|
|
2019
Q2 | $415K | Sell |
2,652
-2,012
| -43% | -$315K | 0.07% | 271 |
|
|
2019
Q1 | $713K | Sell |
4,664
-342
| -7% | -$52.3K | 0.11% | 219 |
|
|
2018
Q4 | $661K | Sell |
5,006
-7,188
| -59% | -$949K | 0.14% | 179 |
|
|
2018
Q3 | $1.98M | Buy |
12,194
+941
| +8% | +$153K | 0.4% | 70 |
|
|
2018
Q2 | $1.75M | Sell |
11,253
-1,011
| -8% | -$157K | 0.42% | 73 |
|
|
2018
Q1 | $1.8M | Buy |
12,264
+430
| +4% | +$63.2K | 0.45% | 68 |
|
|
2017
Q4 | $1.75M | Buy |
11,834
+618
| +6% | +$91.3K | 0.62% | 39 |
|
|
2017
Q3 | $1.59M | Buy |
11,216
+2,649
| +31% | +$374K | 0.7% | 36 |
|
|
2017
Q2 | $1.16M | Buy |
8,567
+4,088
| +91% | +$554K | 0.6% | 49 |
|
|
2017
Q1 | $597K | Buy |
+4,479
| New | +$597K | 0.35% | 97 |
|