Kwmg, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Kwmg, LLC is a leading investment firm that manages a diverse portfolio of assets for its clients. In this article, we will be comparing the 13F holdings of Kwmg, LLC for the third quarter of 2023 with the fourth quarter of 2023. The 13F filings provide insights into the changes in Kwmg, LLC's investment positions during this period. Let's take a closer look at some of the key holdings and their respective changes.

Vanguard Tax-Managed FDS (VEA)

In the third quarter of 2023, Kwmg, LLC held 908,392 shares of Vanguard Tax-Managed FDS. This number increased slightly to 910,378 shares in the fourth quarter of 2023, representing a change of 0.2%. The value of the holdings also saw an increase from $39,714,000 to $43,607,000, indicating a positive growth of 9.8%.

Vanguard Index FDS (VOT)

Another significant holding for Kwmg, LLC is Vanguard Index FDS. In the third quarter of 2023, the firm owned 133,020 shares, which remained relatively stable at 132,974 shares in the fourth quarter, showing a marginal decrease of 0.03%. The value of the holdings, however, rose from $25,908,000 to $29,197,000, indicating a growth of 12.7%.

Vanguard Index FDS (VNQ)

Kwmg, LLC also had a substantial stake in Vanguard Index FDS. The firm held 306,924 shares in the third quarter, which increased to 311,573 shares in the fourth quarter, reflecting a growth of 1.5%. The value of the holdings also saw a positive change from $23,221,000 to $27,530,000, representing an increase of 18.6%.

Vanguard Index FDS (VOE)

VOE is another notable holding by Kwmg, LLC. The firm owned 178,249 shares of VOE in the third quarter, which increased to 179,666 shares in the fourth quarter, indicating a growth of 0.8%. The value of the holdings also increased from $23,343,000 to $26,053,000, representing a positive change of 11.6%.

Overall, Kwmg, LLC's 13F holdings for the third quarter of 2023 compared to the fourth quarter of 2023 show a mix of marginal changes and significant growth. While some holdings remained relatively stable, others experienced notable increases in both shares and value. These changes reflect Kwmg, LLC's strategic approach to managing its investments during this period.

Please note that the information provided in this article is based solely on the 13F filings and does not constitute financial advice. It is always recommended to consult with a professional financial advisor before making any investment decisions.