Kingsview Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 8,644 shares of VBR stock, worth $1.76 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,644
Previous 8,439 2.43%
Holding current value
$1.76 Million
Previous $1.69 Million 1.12%
% of portfolio
0.04%
Previous 0.04%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$197.36 - $217.3 $40,458 - $44,546
205 Added 2.43%
8,644 $1.71 Million
Q3 2024

Nov 12, 2024
BUY
$179.99 - $201.6 $182,149 - $204,019
1,012 Added 13.63%
8,439 $1.69 Million
Q2 2024

Aug 14, 2024
BUY
$177.65 - $191.11 $59,868 - $64,404
337 Added 4.75%
7,427 $1.36 Million
Q1 2024

May 09, 2024
SELL
$172.45 - $191.88 $30,178 - $33,579
-175 Reduced 2.41%
7,090 $1.36 Million
Q4 2023

Feb 08, 2024
SELL
$149.18 - $181.94 $401,294 - $489,418
-2,690 Reduced 27.02%
7,265 $1.31 Million
Q3 2023

Nov 07, 2023
BUY
$157.33 - $174.39 $207,360 - $229,846
1,318 Added 15.26%
9,955 $1.59 Million
Q2 2023

Aug 10, 2023
BUY
$150.74 - $165.4 $68,285 - $74,926
453 Added 5.54%
8,637 $1.43 Million
Q1 2023

May 15, 2023
SELL
$150.22 - $177.69 $87,878 - $103,948
-585 Reduced 6.67%
8,184 $1.3 Million
Q4 2022

Feb 13, 2023
SELL
$147.25 - $169.54 $45,942 - $52,896
-312 Reduced 3.44%
8,769 $1.39 Million
Q3 2022

Nov 14, 2022
SELL
$143.4 - $172.87 $41,442 - $49,959
-289 Reduced 3.08%
9,081 $1.3 Million
Q2 2022

Aug 16, 2022
BUY
$146.67 - $178.24 $265,619 - $322,792
1,811 Added 23.96%
9,370 $1.4 Million
Q1 2022

Feb 08, 2024
BUY
$165.62 - $182.58 $14,905 - $16,432
90 Added 1.24%
7,355 $0
Q4 2021

Feb 17, 2022
BUY
$168.72 - $185.72 $127,721 - $140,590
757 Added 11.13%
7,559 $1.35 Million
Q3 2021

Dec 03, 2021
SELL
$162.66 - $175.73 $2.64 Million - $2.85 Million
-16,207 Reduced 70.44%
6,802 $1.15 Million
Q2 2021

Aug 17, 2021
BUY
$166.46 - $180.76 $1.92 Million - $2.08 Million
11,520 Added 100.27%
23,009 $4.01 Million
Q1 2021

May 24, 2021
BUY
$139.89 - $172.72 $670,212 - $827,501
4,791 Added 71.53%
11,489 $1.91 Million
Q4 2020

Feb 16, 2021
BUY
$111.89 - $142.79 $190,996 - $243,742
1,707 Added 34.2%
6,698 $953,000
Q3 2020

Nov 19, 2020
BUY
$102.46 - $117.9 $294,265 - $338,608
2,872 Added 135.54%
4,991 $552,000
Q2 2020

Aug 14, 2020
BUY
$81.16 - $120.46 $171,978 - $255,254
2,119 New
2,119 $227,000
Q1 2020

May 11, 2020
SELL
$75.8 - $139.04 $184,952 - $339,257
-2,440 Closed
0 $0
Q4 2019

Jan 31, 2020
SELL
$123.74 - $138.15 $724,250 - $808,591
-5,853 Reduced 70.58%
2,440 $334,000
Q4 2019

Jan 30, 2020
BUY
$123.74 - $138.15 $669,557 - $747,529
5,411 Added 187.75%
8,293 $1.1 Million
Q3 2019

Jan 29, 2020
BUY
$128.22 - $131.67 $5,513 - $5,661
43 Added 1.51%
2,882 $371,000
Q2 2019

Jan 29, 2020
SELL
N/A
-4,740 Reduced 62.54%
2,839 $371,000
Q1 2019

Jan 29, 2020
BUY
N/A
150 Added 2.02%
7,579 $976,000
Q4 2018

Jan 29, 2020
SELL
N/A
-434 Reduced 5.52%
7,429 $847,000
Q3 2018

Jan 29, 2020
BUY
N/A
380 Added 5.08%
7,863 $1.1 Million
Q2 2018

Jan 29, 2020
SELL
N/A
-882 Reduced 10.54%
7,483 $1.02 Million
Q1 2018

Jan 29, 2020
BUY
N/A
72 Added 0.87%
8,365 $1.08 Million
Q4 2017

Jan 29, 2020
BUY
N/A
1,373 Added 19.84%
8,293 $1.1 Million
Q3 2017

Jan 29, 2020
SELL
N/A
-744 Reduced 9.71%
6,920 $884,000
Q2 2017

Jan 29, 2020
SELL
N/A
-649 Reduced 7.81%
7,664 $942,000
Q1 2017

Jan 29, 2020
BUY
N/A
8,313
8,313 $1.02 Million

Others Institutions Holding VBR

# of Institutions
1,687
Shares Held
100M
Call Options Held
57.7K
Put Options Held
8.3K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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