KWM
Kingsview Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
31,377
+498
| +2% | +$218K | 0.23% | 75 |
|
|
2025
Q1 | $11.5M | Sell |
30,879
-1,517
| -5% | -$563K | 0.22% | 91 |
|
|
2024
Q4 | $13.3M | Sell |
32,396
-1,865
| -5% | -$765K | 0.26% | 66 |
|
|
2024
Q3 | $13.2M | Buy |
34,261
+6,199
| +22% | +$2.38M | 0.28% | 66 |
|
|
2024
Q2 | $10.5M | Buy |
28,062
+1,388
| +5% | +$519K | 0.25% | 78 |
|
|
2024
Q1 | $9.18M | Sell |
26,674
-4,816
| -15% | -$1.66M | 0.23% | 91 |
|
|
2023
Q4 | $9.79M | Buy |
31,490
+4,115
| +15% | +$1.28M | 0.29% | 76 |
|
|
2023
Q3 | $7.45M | Buy |
27,375
+3,809
| +16% | +$1.04M | 0.27% | 85 |
|
|
2023
Q2 | $6.67M | Buy |
23,566
+1,724
| +8% | +$488K | 0.26% | 90 |
|
|
2023
Q1 | $5.45M | Buy |
21,842
+175
| +0.8% | +$43.7K | 0.23% | 95 |
|
|
2022
Q4 | $4.62M | Buy |
21,667
+2,743
| +14% | +$585K | 0.2% | 125 |
|
|
2022
Q3 | $4.05M | Buy |
18,924
+701
| +4% | +$150K | 0.19% | 125 |
|
|
2022
Q2 | $4.06M | Buy |
18,223
+1,259
| +7% | +$281K | 0.19% | 124 |
|
|
2022
Q1 | $4.88M | Sell |
16,964
-1,765
| -9% | -$508K | 0.21% | 110 |
|
|
2021
Q4 | $6.01M | Buy |
18,729
+2,050
| +12% | +$658K | 0.25% | 92 |
|
|
2021
Q3 | $4.84M | Buy |
16,679
+2,213
| +15% | +$642K | 0.23% | 97 |
|
|
2021
Q2 | $4.16M | Sell |
14,466
-4,212
| -23% | -$1.21M | 0.21% | 119 |
|
|
2021
Q1 | $4.88M | Buy |
18,678
+5,602
| +43% | +$1.46M | 0.28% | 79 |
|
|
2020
Q4 | $3.31M | Buy |
13,076
+6,617
| +102% | +$1.68M | 0.24% | 100 |
|
|
2020
Q3 | $1.47M | Buy |
6,459
+307
| +5% | +$69.9K | 0.13% | 169 |
|
|
2020
Q2 | $1.24M | Buy |
6,152
+132
| +2% | +$26.7K | 0.12% | 179 |
|
|
2020
Q1 | $943K | Buy |
6,020
+259
| +4% | +$40.6K | 0.13% | 184 |
|
|
2019
Q4 | $1.05M | Sell |
5,761
-426
| -7% | -$77.6K | 0.13% | 186 |
|
|
2019
Q3 | $1.03M | Sell |
6,187
-598
| -9% | -$99.5K | 0.16% | 156 |
|
|
2019
Q2 | $1.11M | Sell |
6,785
-2,055
| -23% | -$336K | 0.19% | 140 |
|
|
2019
Q1 | $1.38M | Sell |
8,840
-2,153
| -20% | -$337K | 0.21% | 132 |
|
|
2018
Q4 | $1.48M | Buy |
10,993
+2,939
| +36% | +$395K | 0.32% | 99 |
|
|
2018
Q3 | $1.3M | Buy |
8,054
+184
| +2% | +$29.6K | 0.26% | 116 |
|
|
2018
Q2 | $1.18M | Buy |
7,870
+833
| +12% | +$125K | 0.28% | 111 |
|
|
2018
Q1 | $998K | Buy |
7,037
+1,907
| +37% | +$270K | 0.25% | 121 |
|
|
2017
Q4 | $722K | Buy |
5,130
+575
| +13% | +$80.9K | 0.26% | 119 |
|
|
2017
Q3 | $605K | Buy |
4,555
+216
| +5% | +$28.7K | 0.27% | 121 |
|
|
2017
Q2 | $551K | Buy |
4,339
+343
| +9% | +$43.6K | 0.28% | 111 |
|
|
2017
Q1 | $486K | Buy |
+3,996
| New | +$486K | 0.29% | 118 |
|