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KCS Wealth Advisory’s Vanguard 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 $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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 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. 777 funds tracked by Wall St. Rank hold VBR as of Q4 2019.

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

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