Kingsview Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 47,371 shares of VT stock, worth $5.61 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

47,371

Previous 39,559 19.75%

Holding current value

$5.61 Million

Previous $4.46 Million 27.27%

% of portfolio

0.13%

Previous 0.11%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$107.72 - $119.96 $841,508 - $937,127	7,812 Added 19.75%	47,371 $5.67 Million
Q2 2024 Aug 14, 2024	BUY	$104.94 - $113.51 $1.3 Million - $1.41 Million	12,398 Added 45.65%	39,559 $4.46 Million
Q1 2024 May 09, 2024	BUY	$100.68 - $110.5 $492,627 - $540,676	4,893 Added 21.97%	27,161 $3 Million
Q4 2023 Feb 08, 2024	BUY	$88.97 - $103.1 $461,754 - $535,089	5,190 Added 30.39%	22,268 $2.29 Million
Q3 2023 Nov 07, 2023	BUY	$92.79 - $100.59 $259,812 - $281,652	2,800 Added 19.61%	17,078 $1.59 Million
Q2 2023 Aug 10, 2023	BUY	$91.33 - $98.06 $503,502 - $540,604	5,513 Added 62.9%	14,278 $1.38 Million
Q1 2023 May 15, 2023	BUY	$86.24 - $94.55 $195,506 - $214,344	2,267 Added 34.89%	8,765 $807,000
Q4 2022 Feb 13, 2023	BUY	$78.67 - $91.07 $140,111 - $162,195	1,781 Added 37.76%	6,498 $560,000
Q3 2022 Nov 14, 2022	SELL	$78.88 - $94.48 $28,948 - $34,674	-367 Reduced 7.22%	4,717 $372,000
Q2 2022 Aug 16, 2022	BUY	$83.88 - $102.77 $61,400 - $75,227	732 Added 16.82%	5,084 $434,000
Q1 2022 Feb 08, 2024	SELL	$93.8 - $108.09 $1.63 Million - $1.88 Million	-17,382 Reduced 78.06%	4,886 $0
Q4 2021 Feb 17, 2022	BUY	$101.45 - $109.23 $5,579 - $6,007	55 Added 1.28%	4,352 $468,000
Q3 2021 Dec 03, 2021	BUY	$101.52 - $107.65 $21,420 - $22,714	211 Added 5.16%	4,297 $438,000
Q2 2021 Aug 17, 2021	BUY	$98.57 - $104.51 $53,819 - $57,062	546 Added 15.42%	4,086 $425,000
Q1 2021 May 24, 2021	BUY	$92.05 - $98.71 $3,589 - $3,849	39 Added 1.11%	3,540 $349,000
Q4 2019 Jan 30, 2020	BUY	$72.8 - $81.27 $52,852 - $59,002	726 Added 26.16%	3,501 $260,000
Q3 2019 Jan 29, 2020	SELL	$74.55 - $76.17 $37,275 - $38,085	-500 Reduced 15.27%	2,775 $208,000
Q2 2019 Jan 29, 2020	SELL	N/A	-2,187 Reduced 40.04%	3,275 $246,000
Q1 2019 Jan 29, 2020	BUY	N/A	1,800 Added 49.15%	5,462 $400,000
Q4 2018 Jan 29, 2020	SELL	N/A	-84 Reduced 2.24%	3,662 $240,000
Q3 2018 Jan 29, 2020	BUY	N/A	74 Added 2.02%	3,746 $284,000
Q2 2018 Jan 29, 2020	BUY	N/A	35 Added 0.96%	3,672 $269,000
Q1 2018 Jan 29, 2020	BUY	N/A	136 Added 3.88%	3,637 $268,000
Q4 2017 Jan 29, 2020	BUY	N/A	247 Added 7.59%	3,501 $260,000
Q3 2017 Jan 29, 2020	BUY	N/A	69 Added 2.17%	3,254 $230,000
Q2 2017 Jan 29, 2020	BUY	N/A	3,185	3,185 $215,000

Others Institutions Holding VT

# of Institutions

998

Shares Held

88.1M

Call Options Held

149K

Put Options Held

44.9K

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Kingsview Wealth Management, LLC Vanguard Total World Stk Index Transaction History