KCS Wealth Advisory’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$4.07M	Sell	53,619 -4,865	-8%	-$378K	1.74%	10
2023 Q2	$4.62M	Sell	58,484 -1,632	-3%	-$130K	1.6%	10
2023 Q1	$4.82M	Sell	60,116 -1,045	-2%	-$82.8K	1.82%	8
2022 Q4	$4.74M	Sell	61,161 -1,572	-3%	-$121K	1.97%	7
2022 Q3	$4.75M	Buy	+62,733	New	+$5.03M	2.19%	6

Other funds holding VCIT

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

KCS Wealth Advisory's VCIT Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 8.3% in Q3 2023, selling an estimated $378K and leaving 53,619 shares worth $4.07M. The position accounts for 1.74% of the portfolio, ranked #10.

KCS Wealth Advisory first reported a position in VCIT in Q3 2022 and has held it in 5 quarters since. The position peaked at $4.82M in Q1 2023. 927 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

KCS Wealth Advisory held 53,619 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $4.07M as of Q3 2023.
KCS Wealth Advisory sold 4,865 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2023, an estimated $378K.
Vanguard Intermediate-Term Corporate Bond ETF made up 1.74% of KCS Wealth Advisory's portfolio in Q3 2023, its #10 holding.
KCS Wealth Advisory first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2022 and has held it in 5 quarters since.
KCS Wealth Advisory's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.82M in Q1 2023.
927 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.