KWA
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KCS Wealth Advisory’s Vanguard Financials ETF VFH Stock Holding History

KCS Wealth Advisory’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-321
Closed -$22.5K – 392
2019
Q3 		$22.5K Buy
+321
New +$22.2K 0.02% 296

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

KCS Wealth Advisory sold out of Vanguard Financials ETF (VFH) in Q4 2019, closing a stake of 321 shares — an estimated $22.5K sold.

KCS Wealth Advisory first reported a position in VFH in Q3 2019 and held it in 1 quarter. The position peaked at $22.5K in Q3 2019. 404 funds tracked by Wall St. Rank hold VFH as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Vanguard Financials ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 321 Vanguard Financials ETF shares in Q4 2019, an estimated $22.5K.
  • KCS Wealth Advisory first reported a position in Vanguard Financials ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Vanguard Financials ETF position peaked at $22.5K in Q3 2019.
  • 404 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2019.

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