KWM
Kingsview Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Sell |
87,631
-16,520
| -16% | -$810K | 0.07% | 275 |
|
|
2025
Q1 | $5.17M | Sell |
104,151
-1,877
| -2% | -$93.1K | 0.1% | 213 |
|
|
2024
Q4 | $5.32M | Buy |
106,028
+32,660
| +45% | +$1.64M | 0.1% | 197 |
|
|
2024
Q3 | $3.75M | Buy |
73,368
+43,437
| +145% | +$2.22M | 0.08% | 241 |
|
|
2024
Q2 | $1.5M | Buy |
29,931
+9,622
| +47% | +$482K | 0.04% | 407 |
|
|
2024
Q1 | $1.03M | Buy |
20,309
+5,200
| +34% | +$263K | 0.03% | 490 |
|
|
2023
Q4 | $771K | Sell |
15,109
-31,355
| -67% | -$1.6M | 0.02% | 537 |
|
|
2023
Q3 | $2.23M | Buy |
46,464
+35,210
| +313% | +$1.69M | 0.08% | 259 |
|
|
2023
Q2 | $565K | Buy |
11,254
+6,065
| +117% | +$305K | 0.02% | 559 |
|
|
2023
Q1 | $263K | Sell |
5,189
-584
| -10% | -$29.6K | 0.01% | 761 |
|
|
2022
Q4 | $286K | Sell |
5,773
-2,977
| -34% | -$147K | 0.01% | 687 |
|
|
2022
Q3 | $421K | Buy |
8,750
+2,667
| +44% | +$128K | 0.02% | 542 |
|
|
2022
Q2 | $304K | Buy |
6,083
+1,703
| +39% | +$85.1K | 0.01% | 663 |
|
|
2022
Q1 | $226K | Buy |
4,380
+3
| +0.1% | +$155 | 0.01% | 787 |
|
|
2021
Q4 | $240K | Buy |
4,377
+7
| +0.2% | +$384 | 0.01% | 796 |
|
|
2021
Q3 | $239K | Buy |
4,370
+6
| +0.1% | +$328 | 0.01% | 755 |
|
|
2021
Q2 | $241K | Buy |
4,364
+5
| +0.1% | +$276 | 0.01% | 775 |
|
|
2021
Q1 | $238K | Buy |
4,359
+4
| +0.1% | +$218 | 0.01% | 709 |
|
|
2020
Q4 | $240K | Buy |
4,355
+8
| +0.2% | +$441 | 0.02% | 602 |
|
|
2020
Q3 | $237K | Buy |
4,347
+7
| +0.2% | +$382 | 0.02% | 529 |
|
|
2020
Q2 | $235K | Buy |
4,340
+7
| +0.2% | +$379 | 0.02% | 488 |
|
|
2020
Q1 | $229K | Buy |
+4,333
| New | +$229K | 0.03% | 408 |
|