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KCS Wealth Advisory’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

KCS Wealth Advisory’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-110
Closed -$14.2K – 391
2019
Q3 		$14.2K Buy
+110
New +$14.1K 0.01% 328

Other funds holding VBR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

KCS Wealth Advisory sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2019, closing a stake of 110 shares — an estimated $14.2K sold.

KCS Wealth Advisory first reported a position in VBR in Q3 2019 and held it in 1 quarter. The position peaked at $14.2K in Q3 2019. 778 funds tracked by Wall St. Rank hold VBR as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 110 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2019, an estimated $14.2K.
  • KCS Wealth Advisory first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Vanguard Morningstar Small-Cap Value ETF position peaked at $14.2K in Q3 2019.
  • 778 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2019.

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