Kingsview Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 8,272 shares of VOT stock, worth $2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,272

Previous 7,150 15.69%

Holding current value

$2 Million

Previous $1.74 Million 20.63%

% of portfolio

0.04%

Previous 0.04%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$241.48 - $274.89 $270,940 - $308,426	1,122 Added 15.69%	8,272 $2.1 Million
Q3 2024 Nov 12, 2024	BUY	$218.05 - $243.47 $19,842 - $22,155	91 Added 1.29%	7,150 $1.74 Million
Q2 2024 Aug 14, 2024	BUY	$218.75 - $234.97 $120,312 - $129,233	550 Added 8.45%	7,059 $1.62 Million
Q1 2024 May 09, 2024	BUY	$212.21 - $235.79 $264,625 - $294,030	1,247 Added 23.7%	6,509 $1.53 Million
Q4 2023 Feb 08, 2024	SELL	$180.9 - $221.2 $531,122 - $649,443	-2,936 Reduced 35.81%	5,262 $1.16 Million
Q3 2023 Nov 07, 2023	BUY	$191.65 - $213.93 $1.23 Million - $1.38 Million	6,430 Added 363.69%	8,198 $1.6 Million
Q2 2023 Aug 10, 2023	BUY	$186.22 - $205.77 $69,273 - $76,546	372 Added 26.65%	1,768 $363,000
Q1 2023 May 15, 2023	SELL	$177.43 - $203.61 $20,404 - $23,415	-115 Reduced 7.61%	1,396 $272,000
Q4 2022 Feb 13, 2023	BUY	$165.84 - $193.83 $14,593 - $17,057	88 Added 6.18%	1,511 $271,000
Q3 2022 Nov 14, 2022	BUY	$170.12 - $208.72 $35,044 - $42,996	206 Added 16.93%	1,423 $243,000
Q2 2022 Aug 16, 2022	BUY	$167.96 - $227.2 $20,491 - $27,718	122 Added 11.14%	1,217 $213,000
Q1 2022 Feb 08, 2024	SELL	$199.76 - $251.37 $49,740 - $62,591	-249 Reduced 4.73%	5,013 $0
Q4 2021 Feb 17, 2022	BUY	$234.3 - $265.79 $14,760 - $16,744	63 Added 6.1%	1,095 $279,000
Q3 2021 Dec 03, 2021	SELL	$230.42 - $251.05 $7,373 - $8,033	-32 Reduced 3.01%	1,032 $244,000
Q2 2021 Aug 17, 2021	BUY	$210.91 - $237.31 $224,408 - $252,497	1,064 New	1,064 $252,000
Q1 2021 May 24, 2021	SELL	$204.75 - $230.34 $2.35 Million - $2.64 Million	-11,457 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$178.76 - $215.29 $910,782 - $1.1 Million	5,095 Added 80.08%	11,457 $2.43 Million
Q3 2020 Nov 19, 2020	SELL	$166.29 - $188.98 $47,392 - $53,859	-285 Reduced 4.29%	6,362 $1.15 Million
Q4 2019 Jan 30, 2020	BUY	$144.1 - $159.03 $957,832 - $1.06 Million	6,647 New	6,647 $849,000
Q3 2019 Jan 29, 2020	SELL	$147.12 - $150.91 $202,731 - $207,953	-1,378 Closed	0 $0
Q2 2019 Jan 29, 2020	SELL	N/A	-3,715 Reduced 72.94%	1,378 $206,000
Q1 2019 Jan 29, 2020	BUY	N/A	73 Added 1.45%	5,093 $727,000
Q4 2018 Jan 29, 2020	BUY	N/A	17 Added 0.34%	5,020 $601,000
Q3 2018 Jan 29, 2020	BUY	N/A	357 Added 7.68%	5,003 $713,000
Q2 2018 Jan 29, 2020	SELL	N/A	-421 Reduced 8.31%	4,646 $625,000
Q1 2018 Jan 29, 2020	SELL	N/A	-1,580 Reduced 23.77%	5,067 $657,000
Q4 2017 Jan 29, 2020	BUY	N/A	77 Added 1.17%	6,647 $849,000
Q3 2017 Jan 29, 2020	SELL	N/A	-298 Reduced 4.34%	6,570 $800,000
Q2 2017 Jan 29, 2020	BUY	N/A	1,162 Added 20.36%	6,868 $808,000
Q1 2017 Jan 29, 2020	BUY	N/A	5,706	5,706 $644,000

Others Institutions Holding VOT

# of Institutions

1,057

Shares Held

43M

Call Options Held

16.8K

Put Options Held

2.7K

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About VANGUARD MID-CAP GROWTH INDEX

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Kingsview Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History