KWM
Kingsview Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Sell |
38,084
-363
| -0.9% | -$46.7K | 0.08% | 255 |
|
|
2025
Q1 | $4.46M | Sell |
38,447
-7,398
| -16% | -$858K | 0.08% | 231 |
|
|
2024
Q4 | $5.39M | Sell |
45,845
-1,526
| -3% | -$179K | 0.1% | 195 |
|
|
2024
Q3 | $5.67M | Buy |
47,371
+7,812
| +20% | +$935K | 0.12% | 178 |
|
|
2024
Q2 | $4.46M | Buy |
39,559
+12,398
| +46% | +$1.4M | 0.11% | 195 |
|
|
2024
Q1 | $3M | Buy |
27,161
+4,893
| +22% | +$541K | 0.08% | 247 |
|
|
2023
Q4 | $2.29M | Buy |
22,268
+5,190
| +30% | +$534K | 0.07% | 249 |
|
|
2023
Q3 | $1.59M | Buy |
17,078
+2,800
| +20% | +$261K | 0.06% | 336 |
|
|
2023
Q2 | $1.38M | Buy |
14,278
+5,513
| +63% | +$535K | 0.05% | 318 |
|
|
2023
Q1 | $807K | Buy |
8,765
+2,267
| +35% | +$209K | 0.03% | 450 |
|
|
2022
Q4 | $560K | Buy |
6,498
+1,781
| +38% | +$154K | 0.02% | 478 |
|
|
2022
Q3 | $372K | Sell |
4,717
-367
| -7% | -$28.9K | 0.02% | 578 |
|
|
2022
Q2 | $434K | Buy |
5,084
+198
| +4% | +$16.9K | 0.02% | 567 |
|
|
2022
Q1 | $495K | Buy |
4,886
+534
| +12% | +$54.1K | 0.02% | 574 |
|
|
2021
Q4 | $468K | Buy |
4,352
+55
| +1% | +$5.92K | 0.02% | 586 |
|
|
2021
Q3 | $438K | Buy |
4,297
+211
| +5% | +$21.5K | 0.02% | 582 |
|
|
2021
Q2 | $425K | Buy |
4,086
+546
| +15% | +$56.8K | 0.02% | 601 |
|
|
2021
Q1 | $349K | Buy |
+3,540
| New | +$349K | 0.02% | 597 |
|
|
2019
Q4 | – | Sell |
-2,775
| Closed | -$208K | – | 489 |
|
|
2019
Q3 | $208K | Sell |
2,775
-500
| -15% | -$37.5K | 0.03% | 401 |
|
|
2019
Q2 | $246K | Sell |
3,275
-2,187
| -40% | -$164K | 0.04% | 359 |
|
|
2019
Q1 | $400K | Buy |
5,462
+1,800
| +49% | +$132K | 0.06% | 301 |
|
|
2018
Q4 | $240K | Sell |
3,662
-84
| -2% | -$5.51K | 0.05% | 317 |
|
|
2018
Q3 | $284K | Buy |
3,746
+74
| +2% | +$5.61K | 0.06% | 293 |
|
|
2018
Q2 | $269K | Buy |
3,672
+35
| +1% | +$2.56K | 0.06% | 277 |
|
|
2018
Q1 | $268K | Buy |
3,637
+136
| +4% | +$10K | 0.07% | 270 |
|
|
2017
Q4 | $260K | Buy |
3,501
+247
| +8% | +$18.3K | 0.09% | 262 |
|
|
2017
Q3 | $230K | Buy |
3,254
+69
| +2% | +$4.88K | 0.1% | 246 |
|
|
2017
Q2 | $215K | Buy |
+3,185
| New | +$215K | 0.11% | 231 |
|