KWM
Kingsview Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.62M | Sell |
30,799
-1,182
| -4% | -$331K | 0.15% | 149 |
|
|
2025
Q1 | $8.27M | Sell |
31,981
-1,843
| -5% | -$477K | 0.16% | 146 |
|
|
2024
Q4 | $8.93M | Buy |
33,824
+2,396
| +8% | +$633K | 0.17% | 125 |
|
|
2024
Q3 | $8.29M | Buy |
31,428
+670
| +2% | +$177K | 0.17% | 124 |
|
|
2024
Q2 | $7.45M | Buy |
30,758
+9,019
| +41% | +$2.18M | 0.18% | 131 |
|
|
2024
Q1 | $5.43M | Buy |
21,739
+6,298
| +41% | +$1.57M | 0.14% | 164 |
|
|
2023
Q4 | $3.59M | Buy |
15,441
+1,289
| +9% | +$300K | 0.11% | 183 |
|
|
2023
Q3 | $2.95M | Buy |
14,152
+6,024
| +74% | +$1.25M | 0.11% | 208 |
|
|
2023
Q2 | $1.79M | Buy |
8,128
+884
| +12% | +$195K | 0.07% | 263 |
|
|
2023
Q1 | $1.53M | Sell |
7,244
-2,020
| -22% | -$426K | 0.06% | 293 |
|
|
2022
Q4 | $1.89M | Buy |
9,264
+1,162
| +14% | +$237K | 0.08% | 241 |
|
|
2022
Q3 | $1.52M | Buy |
8,102
+191
| +2% | +$35.9K | 0.07% | 265 |
|
|
2022
Q2 | $1.56M | Buy |
7,911
+3,319
| +72% | +$654K | 0.07% | 262 |
|
|
2022
Q1 | $1.09M | Sell |
4,592
-152
| -3% | -$36.2K | 0.05% | 364 |
|
|
2021
Q4 | $1.21M | Buy |
4,744
+80
| +2% | +$20.4K | 0.05% | 336 |
|
|
2021
Q3 | $1.1M | Sell |
4,664
-393
| -8% | -$93K | 0.05% | 341 |
|
|
2021
Q2 | $1.21M | Sell |
5,057
-1,618
| -24% | -$386K | 0.06% | 324 |
|
|
2021
Q1 | $1.5M | Buy |
6,675
+3,326
| +99% | +$747K | 0.09% | 245 |
|
|
2020
Q4 | $692K | Buy |
3,349
+1,391
| +71% | +$287K | 0.05% | 366 |
|
|
2020
Q3 | $345K | Buy |
1,958
+265
| +16% | +$46.7K | 0.03% | 447 |
|
|
2020
Q2 | $277K | Sell |
1,693
-179
| -10% | -$29.3K | 0.03% | 460 |
|
|
2020
Q1 | $246K | Buy |
1,872
+434
| +30% | +$57K | 0.03% | 398 |
|
|
2019
Q4 | $256K | Sell |
1,438
-313
| -18% | -$55.7K | 0.03% | 395 |
|
|
2019
Q3 | $294K | Buy |
1,751
+55
| +3% | +$9.24K | 0.05% | 338 |
|
|
2019
Q2 | $284K | Sell |
1,696
-677
| -29% | -$113K | 0.05% | 331 |
|
|
2019
Q1 | $381K | Buy |
2,373
+232
| +11% | +$37.2K | 0.06% | 306 |
|
|
2018
Q4 | $296K | Sell |
2,141
-14,086
| -87% | -$1.95M | 0.06% | 288 |
|
|
2018
Q3 | $2.66M | Buy |
16,227
+1,576
| +11% | +$259K | 0.54% | 53 |
|
|
2018
Q2 | $2.31M | Sell |
14,651
-1,006
| -6% | -$159K | 0.55% | 55 |
|
|
2018
Q1 | $2.41M | Buy |
15,657
+1,492
| +11% | +$230K | 0.6% | 48 |
|
|
2017
Q4 | $2.19M | Buy |
14,165
+1,479
| +12% | +$229K | 0.78% | 30 |
|
|
2017
Q3 | $1.87M | Buy |
12,686
+2,489
| +24% | +$366K | 0.82% | 28 |
|
|
2017
Q2 | $1.45M | Buy |
10,197
+5,104
| +100% | +$727K | 0.75% | 33 |
|
|
2017
Q1 | $709K | Buy |
+5,093
| New | +$709K | 0.42% | 80 |
|