KWM
Kingsview Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
1,037
-2
| -0.2% | -$725 | 0.01% | 869 |
|
|
2025
Q1 | $338K | Buy |
1,039
+276
| +36% | +$89.8K | 0.01% | 844 |
|
|
2024
Q4 | $286K | Hold |
763
| – | – | 0.01% | 920 |
|
|
2024
Q3 | $260K | Hold |
763
| – | – | 0.01% | 930 |
|
|
2024
Q2 | $238K | Sell |
763
-5
| -0.7% | -$1.56K | 0.01% | 925 |
|
|
2024
Q1 | $244K | Sell |
768
-113
| -13% | -$35.9K | 0.01% | 895 |
|
|
2023
Q4 | $268K | Sell |
881
-121
| -12% | -$36.9K | 0.01% | 807 |
|
|
2023
Q3 | $270K | Sell |
1,002
-15
| -1% | -$4.04K | 0.01% | 789 |
|
|
2023
Q2 | $288K | Sell |
1,017
-40
| -4% | -$11.3K | 0.01% | 753 |
|
|
2023
Q1 | $267K | Sell |
1,057
-233
| -18% | -$58.8K | 0.01% | 751 |
|
|
2022
Q4 | $283K | Sell |
1,290
-107
| -8% | -$23.4K | 0.01% | 691 |
|
|
2022
Q3 | $328K | Sell |
1,397
-350
| -20% | -$82.2K | 0.02% | 617 |
|
|
2022
Q2 | $397K | Sell |
1,747
-1,992
| -53% | -$453K | 0.02% | 588 |
|
|
2022
Q1 | $1.14M | Sell |
3,739
-2,101
| -36% | -$641K | 0.05% | 354 |
|
|
2021
Q4 | $1.99M | Sell |
5,840
-8,679
| -60% | -$2.96M | 0.08% | 244 |
|
|
2021
Q3 | $4.5M | Buy |
14,519
+20
| +0.1% | +$6.2K | 0.21% | 108 |
|
|
2021
Q2 | $4.57M | Sell |
14,499
-9,960
| -41% | -$3.14M | 0.23% | 105 |
|
|
2021
Q1 | $7.29M | Sell |
24,459
-33,568
| -58% | -$10M | 0.41% | 49 |
|
|
2020
Q4 | $16M | Buy |
58,027
+27,586
| +91% | +$7.59M | 1.16% | 8 |
|
|
2020
Q3 | $7.14M | Sell |
30,441
-6,085
| -17% | -$1.43M | 0.64% | 26 |
|
|
2020
Q2 | $7.31M | Sell |
36,526
-16,278
| -31% | -$3.26M | 0.73% | 23 |
|
|
2020
Q1 | $7.68M | Buy |
52,804
+15,367
| +41% | +$2.23M | 1.04% | 17 |
|
|
2019
Q4 | $7.09M | Buy |
37,437
+2,137
| +6% | +$405K | 0.89% | 15 |
|
|
2019
Q3 | $6.36M | Buy |
+35,300
| New | +$6.36M | 1% | 11 |
|
|
2018
Q4 | – | Sell |
-26,779
| Closed | -$4.83M | – | 378 |
|
|
2018
Q3 | $4.83M | Buy |
26,779
+873
| +3% | +$158K | 0.98% | 13 |
|
|
2018
Q2 | $4.4M | Sell |
25,906
-5,110
| -16% | -$867K | 1.05% | 15 |
|
|
2018
Q1 | $4.92M | Buy |
31,016
+5,529
| +22% | +$877K | 1.22% | 10 |
|
|
2017
Q4 | $3.98M | Buy |
25,487
+24,032
| +1,652% | +$3.75M | 1.42% | 7 |
|
|
2017
Q3 | $209K | Sell |
1,455
-19,154
| -93% | -$2.75M | 0.09% | 259 |
|
|
2017
Q2 | $2.93M | Buy |
+20,609
| New | +$2.93M | 1.51% | 6 |
|