KWM
Kingsview Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
12,491
-1,098
| -8% | -$91K | 0.02% | 580 |
|
|
2025
Q1 | $1.11M | Sell |
13,589
-1,887
| -12% | -$154K | 0.02% | 522 |
|
|
2024
Q4 | $1.24M | Sell |
15,476
-1,348
| -8% | -$108K | 0.02% | 496 |
|
|
2024
Q3 | $1.41M | Buy |
16,824
+139
| +0.8% | +$11.6K | 0.03% | 454 |
|
|
2024
Q2 | $1.33M | Buy |
16,685
+251
| +2% | +$20.1K | 0.03% | 442 |
|
|
2024
Q1 | $1.32M | Sell |
16,434
-534
| -3% | -$43K | 0.03% | 434 |
|
|
2023
Q4 | $1.38M | Sell |
16,968
-3,049
| -15% | -$248K | 0.04% | 372 |
|
|
2023
Q3 | $1.52M | Sell |
20,017
-1,721
| -8% | -$131K | 0.05% | 343 |
|
|
2023
Q2 | $1.72M | Buy |
21,738
+324
| +2% | +$25.6K | 0.07% | 272 |
|
|
2023
Q1 | $1.72M | Buy |
21,414
+9,668
| +82% | +$776K | 0.07% | 264 |
|
|
2022
Q4 | $910K | Buy |
11,746
+486
| +4% | +$37.7K | 0.04% | 363 |
|
|
2022
Q3 | $852K | Buy |
11,260
+3,970
| +54% | +$300K | 0.04% | 363 |
|
|
2022
Q2 | $583K | Sell |
7,290
-1,141
| -14% | -$91.2K | 0.03% | 503 |
|
|
2022
Q1 | $725K | Sell |
8,431
-96
| -1% | -$8.26K | 0.03% | 486 |
|
|
2021
Q4 | $791K | Sell |
8,527
-412
| -5% | -$38.2K | 0.03% | 459 |
|
|
2021
Q3 | $844K | Sell |
8,939
-1,646
| -16% | -$155K | 0.04% | 414 |
|
|
2021
Q2 | $1M | Sell |
10,585
-693
| -6% | -$65.7K | 0.05% | 379 |
|
|
2021
Q1 | $1.05M | Sell |
11,278
-491
| -4% | -$45.7K | 0.06% | 322 |
|
|
2020
Q4 | $1.14M | Buy |
11,769
+5,644
| +92% | +$548K | 0.08% | 248 |
|
|
2020
Q3 | $587K | Buy |
6,125
+129
| +2% | +$12.4K | 0.05% | 333 |
|
|
2020
Q2 | $570K | Buy |
5,996
+1,031
| +21% | +$98K | 0.06% | 303 |
|
|
2020
Q1 | $432K | Buy |
4,965
+168
| +4% | +$14.6K | 0.06% | 289 |
|
|
2019
Q4 | $438K | Sell |
4,797
-52
| -1% | -$4.75K | 0.05% | 303 |
|
|
2019
Q3 | $442K | Sell |
4,849
-51
| -1% | -$4.65K | 0.07% | 280 |
|
|
2019
Q2 | $440K | Sell |
4,900
-6,451
| -57% | -$579K | 0.07% | 261 |
|
|
2019
Q1 | $986K | Buy |
+11,351
| New | +$986K | 0.15% | 177 |
|
|
2017
Q4 | – | Sell |
-2,495
| Closed | -$220K | – | 330 |
|
|
2017
Q3 | $220K | Buy |
+2,495
| New | +$220K | 0.1% | 250 |
|