KCS Wealth Advisory’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,186	Closed	-$293K	–	159
2022 Q2	$293K	Buy	7,186 +226	+3%	+$10K	0.13%	128
2022 Q1	$334K	Buy	+6,960	New	+$339K	0.15%	125
2021 Q4	–	Sell	-4,266	Closed	-$215K	–	168
2021 Q3	$215K	Sell	4,266 -596	-12%	-$31K	0.1%	143
2021 Q2	$250K	Sell	4,862 -103	-2%	-$5.32K	0.12%	139
2021 Q1	$244K	Buy	4,965 +200	+4%	+$9.77K	0.13%	134
2020 Q4	$225K	Sell	4,765 -245	-5%	-$10.8K	0.15%	136
2020 Q3	$205K	Buy	+5,010	New	+$206K	0.16%	136
2020 Q1	–	Sell	-5,645	Closed	-$249K	–	157
2019 Q4	$249K	Sell	5,645 -352	-6%	-$15K	0.19%	134
2019 Q3	$246K	Sell	5,997 -24	-0.4%	-$980	0.17%	137
2019 Q2	$251K	Buy	+6,021	New	+$248K	0.2%	135

Other funds holding VEA

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

KCS Wealth Advisory's VEA Position: Q3 2022 in Review

KCS Wealth Advisory sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2022, closing a stake of 7,186 shares — an estimated $293K sold.

KCS Wealth Advisory first reported a position in VEA in Q2 2019 and held it in 10 quarters. The position peaked at $334K in Q1 2022. 1,719 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

KCS Wealth Advisory reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2022 after selling out during the quarter.
KCS Wealth Advisory sold 7,186 Vanguard FTSE Developed Markets ETF shares in Q3 2022, an estimated $293K.
KCS Wealth Advisory first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2019 and held it in 10 quarters.
KCS Wealth Advisory's Vanguard FTSE Developed Markets ETF position peaked at $334K in Q1 2022.
1,719 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on KCS Wealth Advisory's 13F filing for Q3 2022, filed 21 Oct 2022.