KWM
Kingsview Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,585
| Closed | -$369K | – | 444 |
|
|
2019
Q2 | $369K | Sell |
5,585
-12,163
| -69% | -$804K | 0.06% | 288 |
|
|
2019
Q1 | $1.17M | Buy |
17,748
+235
| +1% | +$15.5K | 0.18% | 154 |
|
|
2018
Q4 | $1.06M | Buy |
17,513
+484
| +3% | +$29.4K | 0.23% | 129 |
|
|
2018
Q3 | $1.21M | Buy |
17,029
+852
| +5% | +$60.6K | 0.25% | 123 |
|
|
2018
Q2 | $1.13M | Buy |
16,177
+4,923
| +44% | +$344K | 0.27% | 114 |
|
|
2018
Q1 | $821K | Buy |
11,254
+6,244
| +125% | +$456K | 0.2% | 142 |
|
|
2017
Q4 | $365K | Buy |
+5,010
| New | +$365K | 0.13% | 217 |
|