VWM
Valley Wealth Managers’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Buy |
253,642
+33,657
| +15% | +$2.41M | 1.31% | 38 |
|
|
2025
Q1 | $13.8M | Buy |
219,985
+8,227
| +4% | +$516K | 1.05% | 44 |
|
|
2024
Q4 | $13.8M | Buy |
211,758
+8,636
| +4% | +$564K | 1.03% | 43 |
|
|
2024
Q3 | $11.9M | Buy |
203,122
+72,820
| +56% | +$4.27M | 0.88% | 46 |
|
|
2024
Q2 | $6.97M | Buy |
+130,302
| New | +$6.97M | 0.56% | 49 |
|