KWM
Kingsview Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
6,550
-1,040
| -14% | -$288K | 0.03% | 452 |
|
|
2025
Q1 | $1.91M | Sell |
7,590
-25
| -0.3% | -$6.29K | 0.04% | 396 |
|
|
2024
Q4 | $2.13M | Buy |
7,615
+597
| +9% | +$167K | 0.04% | 374 |
|
|
2024
Q3 | $1.88M | Buy |
7,018
+1,103
| +19% | +$295K | 0.04% | 388 |
|
|
2024
Q2 | $1.48M | Buy |
5,915
+809
| +16% | +$202K | 0.04% | 414 |
|
|
2024
Q1 | $1.33M | Buy |
5,106
+808
| +19% | +$211K | 0.03% | 431 |
|
|
2023
Q4 | $1.04M | Sell |
4,298
-1,290
| -23% | -$312K | 0.03% | 459 |
|
|
2023
Q3 | $1.2M | Buy |
5,588
+230
| +4% | +$49.3K | 0.04% | 390 |
|
|
2023
Q2 | $1.23M | Buy |
5,358
+503
| +10% | +$116K | 0.05% | 346 |
|
|
2023
Q1 | $1.05M | Sell |
4,855
-56
| -1% | -$12.1K | 0.04% | 388 |
|
|
2022
Q4 | $985K | Buy |
4,911
+201
| +4% | +$40.3K | 0.04% | 347 |
|
|
2022
Q3 | $919K | Sell |
4,710
-31
| -0.7% | -$6.05K | 0.04% | 346 |
|
|
2022
Q2 | $934K | Buy |
4,741
+340
| +8% | +$67K | 0.04% | 383 |
|
|
2022
Q1 | $1.09M | Sell |
4,401
-420
| -9% | -$104K | 0.05% | 365 |
|
|
2021
Q4 | $1.36M | Buy |
4,821
+346
| +8% | +$97.5K | 0.06% | 308 |
|
|
2021
Q3 | $1.25M | Sell |
4,475
-134
| -3% | -$37.6K | 0.06% | 315 |
|
|
2021
Q2 | $1.34M | Buy |
4,609
+3,371
| +272% | +$981K | 0.07% | 306 |
|
|
2021
Q1 | $346K | Buy |
1,238
+486
| +65% | +$136K | 0.02% | 599 |
|
|
2020
Q4 | $201K | Sell |
752
-273
| -27% | -$73K | 0.01% | 661 |
|
|
2020
Q3 | $220K | Sell |
1,025
-9
| -0.9% | -$1.93K | 0.02% | 554 |
|
|
2020
Q2 | $206K | Sell |
1,034
-3,524
| -77% | -$702K | 0.02% | 533 |
|
|
2020
Q1 | $685K | Buy |
4,558
+2,782
| +157% | +$418K | 0.09% | 226 |
|
|
2019
Q4 | $353K | Buy |
1,776
+570
| +47% | +$113K | 0.04% | 339 |
|
|
2019
Q3 | $220K | Buy |
+1,206
| New | +$220K | 0.03% | 393 |
|
|
2019
Q2 | – | Sell |
-5,929
| Closed | -$1.07M | – | 468 |
|
|
2019
Q1 | $1.07M | Buy |
5,929
+4
| +0.1% | +$719 | 0.16% | 163 |
|
|
2018
Q4 | $892K | Sell |
5,925
-786
| -12% | -$118K | 0.19% | 139 |
|
|
2018
Q3 | $1.26M | Buy |
6,711
+1,628
| +32% | +$305K | 0.25% | 121 |
|
|
2018
Q2 | $894K | Sell |
5,083
-161
| -3% | -$28.3K | 0.21% | 135 |
|
|
2018
Q1 | $860K | Sell |
5,244
-100
| -2% | -$16.4K | 0.21% | 140 |
|
|
2017
Q4 | $860K | Buy |
5,344
+779
| +17% | +$125K | 0.31% | 102 |
|
|
2017
Q3 | $697K | Sell |
4,565
-403
| -8% | -$61.5K | 0.31% | 99 |
|
|
2017
Q2 | $724K | Buy |
4,968
+541
| +12% | +$78.8K | 0.37% | 86 |
|
|
2017
Q1 | $623K | Buy |
+4,427
| New | +$623K | 0.37% | 96 |
|