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 $11.8 Million. This represents 5.22% of its overall portfolio holdings.

Number of Shares
203,100
Previous 232,766 12.74%
Holding current value
$11.8 Million
Previous $13.4 Million 12.94%
% of portfolio
5.22%
Previous 4.88%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
913
Shares Held
231M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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