KWM
Kingsview Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.16M | Buy |
90,595
+4,289
| +5% | +$245K | 0.09% | 237 |
|
|
2025
Q1 | $4.39M | Sell |
86,306
-15,480
| -15% | -$787K | 0.08% | 236 |
|
|
2024
Q4 | $4.87M | Sell |
101,786
-4,923
| -5% | -$235K | 0.09% | 207 |
|
|
2024
Q3 | $5.64M | Buy |
106,709
+25,004
| +31% | +$1.32M | 0.12% | 180 |
|
|
2024
Q2 | $4.04M | Buy |
81,705
+18,402
| +29% | +$909K | 0.1% | 207 |
|
|
2024
Q1 | $3.18M | Sell |
63,303
-2,521
| -4% | -$126K | 0.08% | 239 |
|
|
2023
Q4 | $3.15M | Sell |
65,824
-63,003
| -49% | -$3.02M | 0.09% | 199 |
|
|
2023
Q3 | $5.63M | Buy |
128,827
+57,166
| +80% | +$2.5M | 0.2% | 115 |
|
|
2023
Q2 | $3.31M | Buy |
71,661
+1,590
| +2% | +$73.4K | 0.13% | 172 |
|
|
2023
Q1 | $3.17M | Sell |
70,071
-8,647
| -11% | -$391K | 0.13% | 173 |
|
|
2022
Q4 | $3.3M | Sell |
78,718
-999
| -1% | -$41.9K | 0.14% | 164 |
|
|
2022
Q3 | $2.9M | Buy |
79,717
+8,195
| +11% | +$298K | 0.14% | 167 |
|
|
2022
Q2 | $2.92M | Buy |
71,522
+28,409
| +66% | +$1.16M | 0.14% | 164 |
|
|
2022
Q1 | $2.07M | Buy |
43,113
+785
| +2% | +$37.7K | 0.09% | 235 |
|
|
2021
Q4 | $2.16M | Buy |
42,328
+719
| +2% | +$36.7K | 0.09% | 230 |
|
|
2021
Q3 | $2.1M | Sell |
41,609
-3,273
| -7% | -$165K | 0.1% | 212 |
|
|
2021
Q2 | $2.32M | Sell |
44,882
-346
| -0.8% | -$17.9K | 0.11% | 196 |
|
|
2021
Q1 | $2.25M | Buy |
45,228
+8,444
| +23% | +$420K | 0.13% | 171 |
|
|
2020
Q4 | $1.74M | Buy |
36,784
+5,122
| +16% | +$242K | 0.13% | 177 |
|
|
2020
Q3 | $1.3M | Sell |
31,662
-2,997
| -9% | -$123K | 0.12% | 190 |
|
|
2020
Q2 | $1.34M | Sell |
34,659
-3,436
| -9% | -$133K | 0.13% | 169 |
|
|
2020
Q1 | $1.27M | Sell |
38,095
-6,109
| -14% | -$204K | 0.17% | 151 |
|
|
2019
Q4 | $1.95M | Buy |
44,204
+183
| +0.4% | +$8.07K | 0.24% | 114 |
|
|
2019
Q3 | $1.81M | Buy |
44,021
+299
| +0.7% | +$12.3K | 0.28% | 101 |
|
|
2019
Q2 | $1.82M | Sell |
43,722
-9,273
| -17% | -$387K | 0.31% | 90 |
|
|
2019
Q1 | $2.17M | Buy |
52,995
+9,670
| +22% | +$395K | 0.33% | 83 |
|
|
2018
Q4 | $1.61M | Buy |
43,325
+1,460
| +3% | +$54.2K | 0.35% | 90 |
|
|
2018
Q3 | $1.81M | Buy |
41,865
+5,636
| +16% | +$244K | 0.37% | 82 |
|
|
2018
Q2 | $1.55M | Sell |
36,229
-524
| -1% | -$22.5K | 0.37% | 83 |
|
|
2018
Q1 | $1.63M | Sell |
36,753
-176
| -0.5% | -$7.79K | 0.4% | 72 |
|
|
2017
Q4 | $1.66M | Buy |
36,929
+7,313
| +25% | +$328K | 0.59% | 43 |
|
|
2017
Q3 | $1.29M | Buy |
29,616
+7,884
| +36% | +$342K | 0.57% | 48 |
|
|
2017
Q2 | $898K | Buy |
21,732
+5,202
| +31% | +$215K | 0.46% | 63 |
|
|
2017
Q1 | $650K | Buy |
+16,530
| New | +$650K | 0.39% | 90 |
|