KWM
Kingsview Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Buy |
42,711
+39,993
| +1,471% | +$5.09M | 0.09% | 227 |
|
|
2025
Q1 | $325K | Buy |
2,718
+945
| +53% | +$113K | 0.01% | 862 |
|
|
2024
Q4 | $209K | Buy |
+1,773
| New | +$209K | ﹤0.01% | 1045 |
|
|
2022
Q2 | – | Sell |
-2,397
| Closed | -$224K | – | 923 |
|
|
2022
Q1 | $224K | Sell |
2,397
-48
| -2% | -$4.48K | 0.01% | 788 |
|
|
2021
Q4 | $236K | Buy |
2,445
+128
| +6% | +$12.4K | 0.01% | 802 |
|
|
2021
Q3 | $215K | Sell |
2,317
-92
| -4% | -$8.54K | 0.01% | 784 |
|
|
2021
Q2 | $220K | Buy |
+2,409
| New | +$220K | 0.01% | 801 |
|
|
2018
Q2 | – | Sell |
-67,570
| Closed | -$4.69M | – | 333 |
|
|
2018
Q1 | $4.69M | Buy |
67,570
+12,744
| +23% | +$885K | 1.17% | 12 |
|
|
2017
Q4 | $3.84M | Buy |
54,826
+7,356
| +15% | +$515K | 1.37% | 9 |
|
|
2017
Q3 | $3.1M | Buy |
+47,470
| New | +$3.1M | 1.37% | 11 |
|