KWM
Kingsview Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Sell |
52,690
-1,163
| -2% | -$127K | 0.1% | 217 |
|
|
2025
Q1 | $5M | Buy |
53,853
+2,117
| +4% | +$196K | 0.09% | 219 |
|
|
2024
Q4 | $5.34M | Sell |
51,736
-900
| -2% | -$93K | 0.1% | 196 |
|
|
2024
Q3 | $5.08M | Buy |
52,636
+1,705
| +3% | +$165K | 0.11% | 199 |
|
|
2024
Q2 | $4.78M | Buy |
50,931
+7,315
| +17% | +$686K | 0.11% | 189 |
|
|
2024
Q1 | $3.78M | Buy |
43,616
+4,530
| +12% | +$393K | 0.09% | 206 |
|
|
2023
Q4 | $3.05M | Buy |
39,086
+5,634
| +17% | +$440K | 0.09% | 204 |
|
|
2023
Q3 | $2.29M | Buy |
33,452
+3,114
| +10% | +$213K | 0.08% | 252 |
|
|
2023
Q2 | $2.15M | Buy |
30,338
+4,560
| +18% | +$323K | 0.08% | 239 |
|
|
2023
Q1 | $1.62M | Sell |
25,778
-3,594
| -12% | -$226K | 0.07% | 277 |
|
|
2022
Q4 | $1.62M | Sell |
29,372
-462
| -2% | -$25.5K | 0.07% | 260 |
|
|
2022
Q3 | $1.62M | Sell |
29,834
-118
| -0.4% | -$6.4K | 0.08% | 252 |
|
|
2022
Q2 | $1.69M | Buy |
29,952
+34
| +0.1% | +$1.91K | 0.08% | 249 |
|
|
2022
Q1 | $2.13M | Sell |
29,918
-391
| -1% | -$27.9K | 0.09% | 231 |
|
|
2021
Q4 | $2.38M | Buy |
30,309
+379
| +1% | +$29.8K | 0.1% | 210 |
|
|
2021
Q3 | $2.11M | Buy |
29,930
+124
| +0.4% | +$8.74K | 0.1% | 210 |
|
|
2021
Q2 | $2.09M | Buy |
29,806
+22,398
| +302% | +$1.57M | 0.1% | 213 |
|
|
2021
Q1 | $1.88M | Sell |
7,408
-2,112
| -22% | -$536K | 0.11% | 203 |
|
|
2020
Q4 | $2.36M | Sell |
9,520
-1,429
| -13% | -$354K | 0.17% | 136 |
|
|
2020
Q3 | $2.44M | Buy |
10,949
+1,257
| +13% | +$280K | 0.22% | 114 |
|
|
2020
Q2 | $1.91M | Buy |
9,692
+170
| +2% | +$33.5K | 0.19% | 132 |
|
|
2020
Q1 | $1.47M | Sell |
9,522
-1,288
| -12% | -$199K | 0.2% | 132 |
|
|
2019
Q4 | $1.96M | Buy |
10,810
+439
| +4% | +$79.4K | 0.25% | 111 |
|
|
2019
Q3 | $1.7M | Sell |
10,371
-266
| -3% | -$43.7K | 0.27% | 112 |
|
|
2019
Q2 | $1.73M | Sell |
10,637
-2,770
| -21% | -$449K | 0.29% | 98 |
|
|
2019
Q1 | $2.09M | Buy |
+13,407
| New | +$2.09M | 0.32% | 88 |
|