KWM
Kingsview Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.19M | Buy |
80,736
+4,314
| +6% | +$384K | 0.12% | 180 |
|
|
2025
Q1 | $6.92M | Sell |
76,422
-34,482
| -31% | -$3.12M | 0.13% | 167 |
|
|
2024
Q4 | $9.88M | Buy |
110,904
+43,862
| +65% | +$3.91M | 0.19% | 102 |
|
|
2024
Q3 | $6.53M | Buy |
67,042
+1,153
| +2% | +$112K | 0.14% | 162 |
|
|
2024
Q2 | $5.52M | Buy |
65,889
+2,575
| +4% | +$216K | 0.13% | 172 |
|
|
2024
Q1 | $5.48M | Buy |
63,314
+1,678
| +3% | +$145K | 0.14% | 163 |
|
|
2023
Q4 | $5.45M | Sell |
61,636
-1,046
| -2% | -$92.4K | 0.16% | 145 |
|
|
2023
Q3 | $4.74M | Sell |
62,682
-199
| -0.3% | -$15.1K | 0.17% | 136 |
|
|
2023
Q2 | $5.25M | Buy |
62,881
+156
| +0.2% | +$13K | 0.21% | 108 |
|
|
2023
Q1 | $5.21M | Buy |
62,725
+7,613
| +14% | +$632K | 0.22% | 101 |
|
|
2022
Q4 | $4.55M | Sell |
55,112
-7,392
| -12% | -$610K | 0.2% | 128 |
|
|
2022
Q3 | $5.01M | Sell |
62,504
-231
| -0.4% | -$18.5K | 0.24% | 98 |
|
|
2022
Q2 | $5.72M | Sell |
62,735
-13,783
| -18% | -$1.26M | 0.27% | 92 |
|
|
2022
Q1 | $8.29M | Buy |
76,518
+1,634
| +2% | +$177K | 0.37% | 61 |
|
|
2021
Q4 | $8.69M | Buy |
74,884
+6,897
| +10% | +$800K | 0.36% | 58 |
|
|
2021
Q3 | $6.92M | Sell |
67,987
-441
| -0.6% | -$44.9K | 0.33% | 65 |
|
|
2021
Q2 | $6.99M | Buy |
68,428
+25,600
| +60% | +$2.61M | 0.35% | 57 |
|
|
2021
Q1 | $3.98M | Buy |
42,828
+32,182
| +302% | +$2.99M | 0.23% | 103 |
|
|
2020
Q4 | $904K | Buy |
10,646
+6,566
| +161% | +$558K | 0.07% | 299 |
|
|
2020
Q3 | $322K | Sell |
4,080
-54
| -1% | -$4.26K | 0.03% | 460 |
|
|
2020
Q2 | $325K | Sell |
4,134
-1,418
| -26% | -$111K | 0.03% | 424 |
|
|
2020
Q1 | $388K | Sell |
5,552
-742
| -12% | -$51.9K | 0.05% | 305 |
|
|
2019
Q4 | $584K | Sell |
6,294
-239
| -4% | -$22.2K | 0.07% | 253 |
|
|
2019
Q3 | $609K | Sell |
6,533
-548
| -8% | -$51.1K | 0.1% | 226 |
|
|
2019
Q2 | $619K | Sell |
7,081
-12,103
| -63% | -$1.06M | 0.1% | 212 |
|
|
2019
Q1 | $1.67M | Buy |
19,184
+9,892
| +106% | +$860K | 0.25% | 112 |
|
|
2018
Q4 | $693K | Sell |
9,292
-3,722
| -29% | -$278K | 0.15% | 178 |
|
|
2018
Q3 | $1.05M | Buy |
+13,014
| New | +$1.05M | 0.21% | 139 |
|