KCPG
Kavar Capital Partners Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
+272,876
| New | +$20.1M | 2.89% | 7 |
|
|
2024
Q4 | – | Sell |
-234,827
| Closed | -$17.6M | – | 180 |
|
|
2024
Q3 | $17.6M | Buy |
+234,827
| New | +$17.6M | 2.79% | 8 |
|
|
2023
Q4 | – | Sell |
-111,423
| Closed | -$7.78M | – | 156 |
|
|
2023
Q3 | $7.78M | Sell |
111,423
-1,210
| -1% | -$84.4K | 1.69% | 14 |
|
|
2023
Q2 | $8.19M | Sell |
112,633
-1,088
| -1% | -$79.1K | 1.74% | 14 |
|
|
2023
Q1 | $8.4M | Buy |
+113,721
| New | +$8.4M | 1.81% | 12 |
|
|
2022
Q3 | – | Sell |
-97,138
| Closed | -$7.31M | – | 140 |
|
|
2022
Q2 | $7.31M | Buy |
+97,138
| New | +$7.31M | 1.7% | 16 |
|
|
2018
Q3 | – | Sell |
-158
| Closed | -$13K | – | 127 |
|
|
2018
Q2 | $13K | Hold |
158
| – | – | 0.01% | 297 |
|
|
2018
Q1 | $13K | Buy |
+158
| New | +$13K | 0.01% | 297 |
|
|
2016
Q1 | – | Sell |
-158
| Closed | -$12K | – | 127 |
|
|
2015
Q4 | $12K | Hold |
158
| – | – | 0.01% | 254 |
|
|
2015
Q3 | $12K | Hold |
158
| – | – | 0.01% | 265 |
|
|
2015
Q2 | $12K | Buy |
+158
| New | +$12K | 0.01% | 291 |
|
|
2014
Q2 | – | Sell |
-158
| Closed | -$12K | – | 159 |
|
|
2014
Q1 | $12K | Buy |
158
+73
| +86% | +$5.54K | 0.01% | 299 |
|
|
2013
Q4 | $6K | Buy |
+85
| New | +$6K | 0.01% | 315 |
|