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KWM
Kingsview Wealth Management’s
Vanguard Industrials ETF
VIS
Stock Holding History
Kingsview Wealth Management’s Portfolio
VIS Stock Details
VIS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$831K
Buy
2,662
+506
+23%
+$164K
0.01%
736
2025
Q4
$643K
Sell
2,156
-50
-2%
-$14.8K
0.01%
767
2025
Q3
$654K
Hold
2,206
–
–
0.01%
724
2025
Q2
$618K
Buy
2,206
+315
+17%
+$81.4K
0.01%
702
2025
Q1
$468K
Buy
1,891
+158
+9%
+$40.9K
0.01%
746
2024
Q4
$441K
Sell
1,733
-60
-3%
-$16K
0.01%
787
2024
Q3
$466K
Buy
1,793
+1
+0.1%
+$245
0.01%
745
2024
Q2
$422K
Hold
1,792
–
–
0.01%
740
2024
Q1
$438K
Hold
1,792
–
–
0.01%
698
2023
Q4
$395K
Hold
1,792
–
–
0.01%
689
2023
Q3
$349K
Hold
1,792
–
–
0.01%
711
2023
Q2
$368K
Hold
1,792
–
–
0.01%
679
2023
Q1
$341K
Buy
1,792
+11
+0.6%
+$2.09K
0.01%
670
2022
Q4
$325K
Sell
1,781
-34
-2%
-$6.08K
0.01%
638
2022
Q3
$286K
Hold
1,815
–
–
0.01%
656
2022
Q2
$296K
Hold
1,815
–
–
0.01%
666
2022
Q1
$353K
Buy
+1,815
New
+$349K
0.02%
654
2019
Q2
–
Sell
-35,278
Closed
-$4.93M
–
528
2019
Q1
$4.93M
Buy
35,278
+4,427
+14%
+$599K
0.75%
23
2018
Q4
$3.71M
Buy
30,851
+1,010
+3%
+$134K
0.81%
27
2018
Q3
$4.41M
Buy
+29,841
New
+$4.3M
0.89%
21
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1-Year Est. Return
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$501B AUM
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1-Year Est. Return
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$564B AUM
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1-Year Est. Return
BCMIO
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$1.78B AUM
14.7%
1-Year Est. Return
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$376B AUM
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1-Year Est. Return
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$374B AUM
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1-Year Est. Return
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$324B AUM
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1-Year Est. Return
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San Francisco, California
$1.37B AUM
19.06%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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