KWM
Kingsview Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
5,347
+2,591
| +94% | +$489K | 0.02% | 588 |
|
|
2025
Q1 | $508K | Buy |
+2,756
| New | +$508K | 0.01% | 720 |
|
|
2019
Q2 | – | Sell |
-2,768
| Closed | -$301K | – | 472 |
|
|
2019
Q1 | $301K | Hold |
2,768
| – | – | 0.05% | 359 |
|
|
2018
Q4 | $270K | Sell |
2,768
-93
| -3% | -$9.07K | 0.06% | 300 |
|
|
2018
Q3 | $320K | Buy |
2,861
+127
| +5% | +$14.2K | 0.06% | 282 |
|
|
2018
Q2 | $290K | Sell |
2,734
-1,117
| -29% | -$118K | 0.07% | 266 |
|
|
2018
Q1 | $406K | Buy |
3,851
+323
| +9% | +$34.1K | 0.1% | 225 |
|
|
2017
Q4 | $388K | Buy |
3,528
+85
| +2% | +$9.35K | 0.14% | 205 |
|
|
2017
Q3 | $358K | Sell |
3,443
-125
| -4% | -$13K | 0.16% | 182 |
|
|
2017
Q2 | $361K | Buy |
3,568
+751
| +27% | +$76K | 0.19% | 157 |
|
|
2017
Q1 | $282K | Buy |
+2,817
| New | +$282K | 0.17% | 184 |
|