KCS Wealth Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

KCS Wealth Advisory’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,402	Closed	-$853K	–	145
2022 Q3	$853K	Buy	11,402 +476	+4%	+$36.4K	0.39%	75
2022 Q2	$839K	Buy	10,926 +598	+6%	+$46.1K	0.37%	82
2022 Q1	$805K	Buy	10,328 +1,964	+23%	+$156K	0.37%	85
2021 Q4	$676K	Buy	8,364 +1,215	+17%	+$98.8K	0.27%	97
2021 Q3	$586K	Buy	7,149 +1,345	+23%	+$111K	0.28%	92
2021 Q2	$477K	Buy	5,804 +3,047	+111%	+$251K	0.22%	100
2021 Q1	$227K	Buy	+2,757	New	+$228K	0.12%	140
2019 Q4	–	Sell	-5	Closed	-$404	–	179
2019 Q3	$404	Buy	+5	New	+$403	﹤0.01%	450

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KCS Wealth Advisory's BSV Position: Q4 2022 in Review

KCS Wealth Advisory sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 11,402 shares — an estimated $853K sold.

KCS Wealth Advisory first reported a position in BSV in Q3 2019 and held it in 8 quarters. The position peaked at $853K in Q3 2022. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

KCS Wealth Advisory reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
KCS Wealth Advisory sold 11,402 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $853K.
KCS Wealth Advisory first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and held it in 8 quarters.
KCS Wealth Advisory's Vanguard Short-Term Bond ETF position peaked at $853K in Q3 2022.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on KCS Wealth Advisory's 13F filing for Q4 2022, filed 8 Feb 2023.