KWA
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KCS Wealth Advisory’s Vanguard Extended Market ETF VXF Stock Holding History

KCS Wealth Advisory’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-21
Closed -$2.44K – 402
2019
Q3 		$2.44K Buy
+21
New +$2.47K ﹤0.01% 415

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

KCS Wealth Advisory sold out of Vanguard Extended Market ETF (VXF) in Q4 2019, closing a stake of 21 shares — an estimated $2.44K sold.

KCS Wealth Advisory first reported a position in VXF in Q3 2019 and held it in 1 quarter. The position peaked at $2.44K in Q3 2019. 432 funds tracked by Wall St. Rank hold VXF as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Vanguard Extended Market ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 21 Vanguard Extended Market ETF shares in Q4 2019, an estimated $2.44K.
  • KCS Wealth Advisory first reported a position in Vanguard Extended Market ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Vanguard Extended Market ETF position peaked at $2.44K in Q3 2019.
  • 432 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2019.

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