KWM
Kingsview Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
14,460
-634
| -4% | -$50.4K | 0.02% | 547 |
|
|
2025
Q1 | $1.19M | Buy |
15,094
+2,627
| +21% | +$207K | 0.02% | 503 |
|
|
2024
Q4 | $973K | Sell |
12,467
-2,838
| -19% | -$221K | 0.02% | 557 |
|
|
2024
Q3 | $1.22M | Sell |
15,305
-555
| -3% | -$44.1K | 0.03% | 488 |
|
|
2024
Q2 | $1.23M | Sell |
15,860
-633
| -4% | -$48.9K | 0.03% | 459 |
|
|
2024
Q1 | $1.28M | Sell |
16,493
-2,482
| -13% | -$192K | 0.03% | 441 |
|
|
2023
Q4 | $1.47M | Sell |
18,975
-2,908
| -13% | -$225K | 0.04% | 358 |
|
|
2023
Q3 | $1.64M | Sell |
21,883
-2,809
| -11% | -$211K | 0.06% | 326 |
|
|
2023
Q2 | $1.87M | Sell |
24,692
-965
| -4% | -$73K | 0.07% | 256 |
|
|
2023
Q1 | $1.96M | Buy |
25,657
+90
| +0.4% | +$6.86K | 0.08% | 245 |
|
|
2022
Q4 | $1.92M | Sell |
25,567
-7,583
| -23% | -$570K | 0.08% | 240 |
|
|
2022
Q3 | $2.46M | Sell |
33,150
-209
| -0.6% | -$15.5K | 0.12% | 198 |
|
|
2022
Q2 | $2.54M | Buy |
33,359
+21,091
| +172% | +$1.61M | 0.12% | 187 |
|
|
2022
Q1 | $958K | Sell |
12,268
-608
| -5% | -$47.5K | 0.04% | 410 |
|
|
2021
Q4 | $1.05M | Sell |
12,876
-12,645
| -50% | -$1.03M | 0.04% | 380 |
|
|
2021
Q3 | $2.1M | Buy |
25,521
+537
| +2% | +$44.3K | 0.1% | 211 |
|
|
2021
Q2 | $2.06M | Buy |
24,984
+5,856
| +31% | +$483K | 0.1% | 215 |
|
|
2021
Q1 | $1.58M | Buy |
19,128
+1,828
| +11% | +$151K | 0.09% | 232 |
|
|
2020
Q4 | $1.44M | Buy |
17,300
+7,258
| +72% | +$604K | 0.1% | 205 |
|
|
2020
Q3 | $832K | Buy |
10,042
+3,592
| +56% | +$298K | 0.07% | 260 |
|
|
2020
Q2 | $533K | Sell |
6,450
-37
| -0.6% | -$3.06K | 0.05% | 324 |
|
|
2020
Q1 | $513K | Buy |
6,487
+1,622
| +33% | +$128K | 0.07% | 263 |
|
|
2019
Q4 | $394K | Sell |
4,865
-188
| -4% | -$15.2K | 0.05% | 324 |
|
|
2019
Q3 | $410K | Buy |
5,053
+1,176
| +30% | +$95.4K | 0.06% | 289 |
|
|
2019
Q2 | $313K | Buy |
3,877
+506
| +15% | +$40.9K | 0.05% | 311 |
|
|
2019
Q1 | $269K | Buy |
+3,371
| New | +$269K | 0.04% | 376 |
|
|
2017
Q4 | – | Sell |
-5,539
| Closed | -$444K | – | 331 |
|
|
2017
Q3 | $444K | Buy |
+5,539
| New | +$444K | 0.2% | 154 |
|