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KCS Wealth Advisory’s Vanguard Total World Stock ETF VT Stock Holding History

KCS Wealth Advisory’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-61
Closed -$4.56K – 398
2019
Q3 		$4.56K Buy
+61
New +$4.56K ﹤0.01% 394

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

KCS Wealth Advisory sold out of Vanguard Total World Stock ETF (VT) in Q4 2019, closing a stake of 61 shares — an estimated $4.56K sold.

KCS Wealth Advisory first reported a position in VT in Q3 2019 and held it in 1 quarter. The position peaked at $4.56K in Q3 2019. 520 funds tracked by Wall St. Rank hold VT as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Vanguard Total World Stock ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 61 Vanguard Total World Stock ETF shares in Q4 2019, an estimated $4.56K.
  • KCS Wealth Advisory first reported a position in Vanguard Total World Stock ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Vanguard Total World Stock ETF position peaked at $4.56K in Q3 2019.
  • 520 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2019.

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