KWM
Kingsview Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
1,248
+146
| +13% | +$36.3K | 0.01% | 929 |
|
|
2025
Q1 | $292K | Buy |
+1,102
| New | +$292K | 0.01% | 904 |
|
|
2024
Q4 | – | Sell |
-779
| Closed | -$220K | – | 1189 |
|
|
2024
Q3 | $220K | Buy |
+779
| New | +$220K | ﹤0.01% | 1000 |
|
|
2023
Q3 | – | Sell |
-1,089
| Closed | -$267K | – | 1011 |
|
|
2023
Q2 | $267K | Buy |
1,089
+24
| +2% | +$5.88K | 0.01% | 779 |
|
|
2023
Q1 | $254K | Buy |
1,065
+152
| +17% | +$36.2K | 0.01% | 770 |
|
|
2022
Q4 | $226K | Sell |
913
-29
| -3% | -$7.19K | 0.01% | 754 |
|
|
2022
Q3 | $211K | Sell |
942
-100
| -10% | -$22.4K | 0.01% | 744 |
|
|
2022
Q2 | $245K | Sell |
1,042
-39
| -4% | -$9.17K | 0.01% | 710 |
|
|
2022
Q1 | $275K | Buy |
1,081
+41
| +4% | +$10.4K | 0.01% | 726 |
|
|
2021
Q4 | $277K | Buy |
1,040
+7
| +0.7% | +$1.86K | 0.01% | 752 |
|
|
2021
Q3 | $255K | Buy |
+1,033
| New | +$255K | 0.01% | 730 |
|