KWM
Kingsview Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
86,286
+18,456
| +27% | +$2.46M | 0.19% | 89 |
|
|
2025
Q1 | $8.75M | Buy |
67,830
+6,748
| +11% | +$870K | 0.16% | 137 |
|
|
2024
Q4 | $7.79M | Buy |
61,082
+9,907
| +19% | +$1.26M | 0.15% | 147 |
|
|
2024
Q3 | $6.56M | Buy |
51,175
+7,102
| +16% | +$910K | 0.14% | 160 |
|
|
2024
Q2 | $5.23M | Buy |
44,073
+17,629
| +67% | +$2.09M | 0.12% | 180 |
|
|
2024
Q1 | $3.2M | Buy |
26,444
+10,279
| +64% | +$1.24M | 0.08% | 236 |
|
|
2023
Q4 | $1.8M | Sell |
16,165
-4,065
| -20% | -$454K | 0.05% | 304 |
|
|
2023
Q3 | $2.09M | Buy |
20,230
+4,545
| +29% | +$470K | 0.08% | 275 |
|
|
2023
Q2 | $1.66M | Buy |
15,685
+2,089
| +15% | +$222K | 0.07% | 281 |
|
|
2023
Q1 | $1.43M | Sell |
13,596
-859
| -6% | -$90.6K | 0.06% | 308 |
|
|
2022
Q4 | $1.56M | Buy |
14,455
+4,956
| +52% | +$536K | 0.07% | 267 |
|
|
2022
Q3 | $901K | Buy |
9,499
+181
| +2% | +$17.2K | 0.04% | 348 |
|
|
2022
Q2 | $948K | Buy |
9,318
+1,010
| +12% | +$103K | 0.05% | 381 |
|
|
2022
Q1 | $933K | Buy |
8,308
+143
| +2% | +$16.1K | 0.04% | 417 |
|
|
2021
Q4 | $915K | Buy |
8,165
+644
| +9% | +$72.2K | 0.04% | 428 |
|
|
2021
Q3 | $777K | Buy |
7,521
+1,608
| +27% | +$166K | 0.04% | 445 |
|
|
2021
Q2 | $623K | Buy |
5,913
+238
| +4% | +$25.1K | 0.03% | 501 |
|
|
2021
Q1 | $577K | Sell |
5,675
-49
| -0.9% | -$4.98K | 0.03% | 477 |
|
|
2020
Q4 | $524K | Sell |
5,724
-10
| -0.2% | -$915 | 0.04% | 434 |
|
|
2020
Q3 | $464K | Buy |
5,734
+59
| +1% | +$4.77K | 0.04% | 377 |
|
|
2020
Q2 | $447K | Sell |
5,675
-596
| -10% | -$46.9K | 0.04% | 352 |
|
|
2020
Q1 | $444K | Sell |
6,271
-176
| -3% | -$12.5K | 0.06% | 283 |
|
|
2019
Q4 | $604K | Buy |
6,447
+206
| +3% | +$19.3K | 0.08% | 250 |
|
|
2019
Q3 | $554K | Sell |
6,241
-129
| -2% | -$11.5K | 0.09% | 236 |
|
|
2019
Q2 | $557K | Sell |
6,370
-2,466
| -28% | -$216K | 0.09% | 230 |
|
|
2019
Q1 | $757K | Buy |
8,836
+1,473
| +20% | +$126K | 0.12% | 211 |
|
|
2018
Q4 | $574K | Sell |
7,363
-104
| -1% | -$8.11K | 0.13% | 203 |
|
|
2018
Q3 | $650K | Buy |
7,467
+198
| +3% | +$17.2K | 0.13% | 198 |
|
|
2018
Q2 | $604K | Sell |
7,269
-1,048
| -13% | -$87.1K | 0.14% | 175 |
|
|
2018
Q1 | $686K | Buy |
8,317
+131
| +2% | +$10.8K | 0.17% | 161 |
|
|
2017
Q4 | $701K | Buy |
8,186
+92
| +1% | +$7.88K | 0.25% | 125 |
|
|
2017
Q3 | $656K | Buy |
8,094
+1,580
| +24% | +$128K | 0.29% | 109 |
|
|
2017
Q2 | $509K | Sell |
6,514
-91
| -1% | -$7.11K | 0.26% | 122 |
|
|
2017
Q1 | $513K | Buy |
+6,605
| New | +$513K | 0.3% | 114 |
|