KWA
VNQ icon

KCS Wealth Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

KCS Wealth Advisory’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,200
Closed -$205K – 393
2019
Q3 		$205K Buy
+2,200
New +$200K 0.14% 142

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

KCS Wealth Advisory sold out of Vanguard Real Estate ETF (VNQ) in Q4 2019, closing a stake of 2,200 shares — an estimated $205K sold.

KCS Wealth Advisory first reported a position in VNQ in Q3 2019 and held it in 1 quarter. The position peaked at $205K in Q3 2019. 1,383 funds tracked by Wall St. Rank hold VNQ as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Vanguard Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 2,200 Vanguard Real Estate ETF shares in Q4 2019, an estimated $205K.
  • KCS Wealth Advisory first reported a position in Vanguard Real Estate ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Vanguard Real Estate ETF position peaked at $205K in Q3 2019.
  • 1,383 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2019.

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