KWM
Kingsview Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Sell |
10,623
-458
| -4% | -$131K | 0.05% | 349 |
|
|
2025
Q1 | $2.85M | Buy |
11,081
+22
| +0.2% | +$5.66K | 0.05% | 309 |
|
|
2024
Q4 | $2.98M | Buy |
11,059
+2,756
| +33% | +$743K | 0.06% | 298 |
|
|
2024
Q3 | $2.19M | Buy |
8,303
+500
| +6% | +$132K | 0.05% | 355 |
|
|
2024
Q2 | $1.95M | Sell |
7,803
-290
| -4% | -$72.4K | 0.05% | 354 |
|
|
2024
Q1 | $1.94M | Buy |
8,093
+504
| +7% | +$121K | 0.05% | 351 |
|
|
2023
Q4 | $1.66M | Sell |
7,589
-1,968
| -21% | -$429K | 0.05% | 325 |
|
|
2023
Q3 | $1.87M | Buy |
9,557
+1,662
| +21% | +$325K | 0.07% | 292 |
|
|
2023
Q2 | $1.6M | Buy |
7,895
+1,519
| +24% | +$308K | 0.06% | 292 |
|
|
2023
Q1 | $1.19M | Buy |
6,376
+387
| +6% | +$72.3K | 0.05% | 349 |
|
|
2022
Q4 | $1.04M | Buy |
5,989
+729
| +14% | +$127K | 0.05% | 339 |
|
|
2022
Q3 | $860K | Buy |
5,260
+22
| +0.4% | +$3.6K | 0.04% | 360 |
|
|
2022
Q2 | $903K | Buy |
5,238
+1,386
| +36% | +$239K | 0.04% | 393 |
|
|
2022
Q1 | $803K | Buy |
3,852
+172
| +5% | +$35.9K | 0.04% | 457 |
|
|
2021
Q4 | $813K | Buy |
3,680
+151
| +4% | +$33.4K | 0.03% | 453 |
|
|
2021
Q3 | $709K | Sell |
3,529
-49
| -1% | -$9.84K | 0.03% | 466 |
|
|
2021
Q2 | $722K | Sell |
3,578
-109
| -3% | -$22K | 0.04% | 461 |
|
|
2021
Q1 | $691K | Sell |
3,687
-492
| -12% | -$92.2K | 0.04% | 440 |
|
|
2020
Q4 | $734K | Sell |
4,179
-412
| -9% | -$72.4K | 0.05% | 351 |
|
|
2020
Q3 | $718K | Sell |
4,591
-19,521
| -81% | -$3.05M | 0.06% | 288 |
|
|
2020
Q2 | $3.45M | Buy |
24,112
+19,383
| +410% | +$2.77M | 0.35% | 72 |
|
|
2020
Q1 | $560K | Buy |
4,729
+210
| +5% | +$24.9K | 0.08% | 251 |
|
|
2019
Q4 | $668K | Buy |
4,519
+34
| +0.8% | +$5.03K | 0.08% | 240 |
|
|
2019
Q3 | $611K | Sell |
4,485
-243
| -5% | -$33.1K | 0.1% | 224 |
|
|
2019
Q2 | $637K | Sell |
4,728
-91
| -2% | -$12.3K | 0.11% | 205 |
|
|
2019
Q1 | $626K | Buy |
4,819
+62
| +1% | +$8.05K | 0.1% | 234 |
|
|
2018
Q4 | $546K | Sell |
4,757
-368
| -7% | -$42.2K | 0.12% | 206 |
|
|
2018
Q3 | $684K | Buy |
5,125
+186
| +4% | +$24.8K | 0.14% | 188 |
|
|
2018
Q2 | $616K | Sell |
4,939
-301
| -6% | -$37.5K | 0.15% | 170 |
|
|
2018
Q1 | $635K | Sell |
5,240
-28
| -0.5% | -$3.39K | 0.16% | 171 |
|
|
2017
Q4 | $646K | Buy |
5,268
+187
| +4% | +$22.9K | 0.23% | 136 |
|
|
2017
Q3 | $586K | Buy |
5,081
+1,511
| +42% | +$174K | 0.26% | 124 |
|
|
2017
Q2 | $396K | Buy |
+3,570
| New | +$396K | 0.2% | 148 |
|