Kcs Wealth Advisory Vanguard Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

A detailed history of Kcs Wealth Advisory transactions in Vanguard stock. As of the latest transaction made, Kcs Wealth Advisory holds 203,100 shares of VGSH stock, worth $11.9 Million. This represents 5.22% of its overall portfolio holdings.

Number of Shares

203,100

Previous 232,766 12.74%

Holding current value

$11.9 Million

Previous $13.4 Million 12.94%

% of portfolio

5.22%

Previous 4.88%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$57.47 - $57.91 $1.7 Million - $1.72 Million	-29,666 Reduced 12.74%	203,100 $11.7 Million
Q2 2023 Jul 17, 2023	BUY	$57.72 - $58.69 $2.35 Million - $2.39 Million	40,654 Added 21.16%	232,766 $13.4 Million
Q1 2023 Apr 17, 2023	BUY	$57.32 - $58.77 $1.6 Million - $1.65 Million	27,993 Added 17.06%	192,112 $11.2 Million
Q4 2022 Feb 07, 2023	BUY	$57.38 - $58.13 $3.54 Million - $3.59 Million	61,713 Added 60.26%	164,119 $9.49 Million
Q3 2022 Oct 21, 2022	BUY	$57.67 - $59.08 $1.2 Million - $1.23 Million	20,736 Added 25.39%	102,406 $5.92 Million
Q2 2022 Jul 22, 2022	SELL	$58.29 - $59.37 $433,677 - $441,712	-7,440 Reduced 8.35%	81,670 $4.81 Million
Q1 2022 Apr 13, 2022	BUY	$59.19 - $60.79 $1.63 Million - $1.67 Million	27,537 Added 44.72%	89,110 $5.28 Million
Q4 2021 Jan 26, 2022	BUY	$60.79 - $61.43 $586,866 - $593,045	9,654 Added 18.59%	61,573 $3.75 Million
Q3 2021 Oct 20, 2021	BUY	$61.39 - $61.54 $964,498 - $966,854	15,711 Added 43.39%	51,919 $3.19 Million
Q2 2021 Jul 27, 2021	BUY	$61.41 - $61.64 $1.85 Million - $1.85 Million	30,070 Added 489.9%	36,208 $2.22 Million
Q1 2021 Apr 19, 2021	BUY	$61.49 - $61.63 $113,387 - $113,645	1,844 Added 42.94%	6,138 $378,000
Q4 2020 Jan 28, 2021	BUY	$61.6 - $62.06 $264,510 - $266,485	4,294 New	4,294 $265,000

Others Institutions Holding VGSH

# of Institutions

1,050

Shares Held

285M

Call Options Held

Put Options Held

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About VANGUARD

Ticker VGSH
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Kcs Wealth Advisory Vanguard Transaction History