Kcs Wealth Advisory Vanguard Bd Index Fd Inc Short Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	BUY	$74.52 - $77.47 $35,471 - $36,875	476 Added 4.36%	11,402 $853,000
Q2 2022 Jul 22, 2022	BUY	$75.68 - $77.74 $45,256 - $46,488	598 Added 5.79%	10,926 $839,000
Q1 2022 Apr 13, 2022	BUY	$77.66 - $80.73 $152,524 - $158,553	1,964 Added 23.48%	10,328 $805,000
Q4 2021 Jan 26, 2022	BUY	$80.78 - $81.98 $98,147 - $99,605	1,215 Added 17.0%	8,364 $676,000
Q3 2021 Oct 20, 2021	BUY	$81.9 - $82.4 $110,155 - $110,828	1,345 Added 23.17%	7,149 $586,000
Q2 2021 Jul 27, 2021	BUY	$82.08 - $82.43 $250,097 - $251,164	3,047 Added 110.52%	5,804 $477,000
Q1 2021 Apr 19, 2021	BUY	$82.08 - $82.89 $226,294 - $228,527	2,757 New	2,757 $227,000
Q4 2019 Jan 15, 2020	SELL	$80.41 - $81.14 $402 - $405	-5 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$80.39 - $80.84 $401 - $404	5 New	5 $0

Others Institutions Holding BSV

# of Institutions

1,243

Shares Held

376M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.14 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.15 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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