KPW
Kore Private Wealth’s Vanguard Industrials ETF VIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $708K | Buy |
4,492
+1,011
| +29% | +$159K | 0.13% | 102 |
|
2022
Q2 | $569K | Sell |
3,481
-761
| -18% | -$124K | 0.09% | 147 |
|
2022
Q1 | $825K | Sell |
4,242
-579
| -12% | -$113K | 0.1% | 136 |
|
2021
Q4 | $979K | Sell |
4,821
-7,633
| -61% | -$1.55M | 0.12% | 120 |
|
2021
Q3 | $2.34M | Sell |
12,454
-805
| -6% | -$151K | 0.25% | 78 |
|
2021
Q2 | $2.61M | Buy |
13,259
+4,707
| +55% | +$925K | 0.29% | 64 |
|
2021
Q1 | $1.62M | Buy |
8,552
+3,855
| +82% | +$730K | 0.22% | 81 |
|
2020
Q4 | $798K | Buy |
4,697
+149
| +3% | +$25.3K | 0.12% | 116 |
|
2020
Q3 | $658K | Buy |
4,548
+54
| +1% | +$7.81K | 0.13% | 114 |
|
2020
Q2 | $583K | Sell |
4,494
-695
| -13% | -$90.2K | 0.12% | 120 |
|
2020
Q1 | $572K | Buy |
5,189
+278
| +6% | +$30.6K | 0.14% | 104 |
|
2019
Q4 | $756K | Sell |
4,911
-175
| -3% | -$26.9K | 0.14% | 109 |
|
2019
Q3 | $725K | Sell |
5,086
-1,055
| -17% | -$150K | 0.16% | 106 |
|
2019
Q2 | $895K | Buy |
6,141
+1,838
| +43% | +$268K | 0.2% | 93 |
|
2019
Q1 | $602K | Sell |
4,303
-782
| -15% | -$109K | 0.14% | 107 |
|
2018
Q4 | $612K | Buy |
+5,085
| New | +$612K | 0.17% | 110 |
|