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KCS Wealth Advisory’s Vanguard Small-Cap ETF VB Stock Holding History

KCS Wealth Advisory’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-664
Closed -$102K – 389
2019
Q3 		$102K Buy
+664
New +$103K 0.07% 194

Other funds holding VB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KCS Wealth Advisory's VB Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Vanguard Small-Cap ETF (VB) in Q4 2019, closing a stake of 664 shares — an estimated $102K sold.

KCS Wealth Advisory first reported a position in VB in Q3 2019 and held it in 1 quarter. The position peaked at $102K in Q3 2019. 1,099 funds tracked by Wall St. Rank hold VB as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Vanguard Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 664 Vanguard Small-Cap ETF shares in Q4 2019, an estimated $102K.
  • KCS Wealth Advisory first reported a position in Vanguard Small-Cap ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Vanguard Small-Cap ETF position peaked at $102K in Q3 2019.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.