KWM
Kingsview Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,304
| Closed | -$740K | – | 531 |
|
|
2019
Q4 | $740K | Buy |
7,304
+19
| +0.3% | +$1.93K | 0.09% | 227 |
|
|
2019
Q3 | $737K | Buy |
7,285
+326
| +5% | +$33K | 0.12% | 190 |
|
|
2019
Q2 | $674K | Sell |
6,959
-1,542
| -18% | -$149K | 0.11% | 197 |
|
|
2019
Q1 | $778K | Sell |
8,501
-1,412
| -14% | -$129K | 0.12% | 207 |
|
|
2018
Q4 | $844K | Buy |
9,913
+864
| +10% | +$73.6K | 0.18% | 150 |
|
|
2018
Q3 | $796K | Buy |
9,049
+150
| +2% | +$13.2K | 0.16% | 172 |
|
|
2018
Q2 | $779K | Sell |
8,899
-2,828
| -24% | -$248K | 0.19% | 147 |
|
|
2018
Q1 | $1.07M | Buy |
11,727
+1,367
| +13% | +$125K | 0.27% | 112 |
|
|
2017
Q4 | $992K | Sell |
10,360
-891
| -8% | -$85.3K | 0.35% | 86 |
|
|
2017
Q3 | $1.06M | Buy |
11,251
+5,021
| +81% | +$473K | 0.47% | 59 |
|
|
2017
Q2 | $581K | Buy |
6,230
+582
| +10% | +$54.3K | 0.3% | 108 |
|
|
2017
Q1 | $508K | Buy |
+5,648
| New | +$508K | 0.3% | 115 |
|