KCPG
Kavar Capital Partners Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Buy |
+58,073
| New | +$4.57M | 0.66% | 48 |
|
|
2024
Q4 | – | Sell |
-45,359
| Closed | -$3.57M | – | 181 |
|
|
2024
Q3 | $3.57M | Buy |
+45,359
| New | +$3.57M | 0.56% | 53 |
|
|
2023
Q4 | – | Sell |
-15,815
| Closed | -$1.19M | – | 157 |
|
|
2023
Q3 | $1.19M | Buy |
+15,815
| New | +$1.19M | 0.26% | 80 |
|
|
2023
Q2 | – | Sell |
-11,321
| Closed | -$866K | – | 148 |
|
|
2023
Q1 | $866K | Buy |
+11,321
| New | +$866K | 0.19% | 88 |
|
|
2022
Q3 | – | Sell |
-5,991
| Closed | -$460K | – | 142 |
|
|
2022
Q2 | $460K | Buy |
+5,991
| New | +$460K | 0.11% | 112 |
|
|
2022
Q1 | – | Sell |
-6,127
| Closed | -$495K | – | 158 |
|
|
2021
Q4 | $495K | Sell |
6,127
-60
| -1% | -$4.85K | 0.1% | 112 |
|
|
2021
Q3 | $507K | Buy |
+6,187
| New | +$507K | 0.12% | 116 |
|
|
2021
Q1 | – | Sell |
-6,138
| Closed | -$509K | – | 143 |
|
|
2020
Q4 | $509K | Hold |
6,138
| – | – | 0.15% | 102 |
|
|
2020
Q3 | $510K | Buy |
+6,138
| New | +$510K | 0.17% | 98 |
|
|
2019
Q4 | – | Sell |
-7,647
| Closed | -$618K | – | 130 |
|
|
2019
Q3 | $618K | Buy |
+7,647
| New | +$618K | 0.24% | 78 |
|
|
2019
Q2 | – | Sell |
-7,647
| Closed | -$609K | – | 501 |
|
|
2019
Q1 | $609K | Hold |
7,647
| – | – | 0.27% | 74 |
|
|
2018
Q4 | $601K | Sell |
7,647
-3,436
| -31% | -$270K | 0.32% | 70 |
|
|
2018
Q3 | $865K | Sell |
11,083
-490
| -4% | -$38.2K | 0.43% | 66 |
|
|
2018
Q2 | $905K | Hold |
11,573
| – | – | 0.45% | 63 |
|
|
2018
Q1 | $908K | Hold |
11,573
| – | – | 0.47% | 62 |
|
|
2017
Q4 | $915K | Sell |
11,573
-1,988
| -15% | -$157K | 0.49% | 63 |
|
|
2017
Q3 | $1.08M | Hold |
13,561
| – | – | 0.59% | 63 |
|
|
2017
Q2 | $1.08M | Buy |
13,561
+106
| +0.8% | +$8.47K | 0.59% | 64 |
|
|
2017
Q1 | $1.07M | Sell |
13,455
-837
| -6% | -$66.7K | 0.6% | 65 |
|
|
2016
Q4 | $1.14M | Hold |
14,292
| – | – | 0.72% | 58 |
|
|
2016
Q3 | $1.16M | Hold |
14,292
| – | – | 0.74% | 63 |
|
|
2016
Q2 | $1.16M | Sell |
14,292
-367
| -3% | -$29.8K | 0.75% | 65 |
|
|
2016
Q1 | $1.18M | Buy |
14,659
+56
| +0.4% | +$4.52K | 0.78% | 63 |
|
|
2015
Q4 | $1.16M | Sell |
14,603
-240
| -2% | -$19.1K | 0.75% | 58 |
|
|
2015
Q3 | $1.19M | Hold |
14,843
| – | – | 0.84% | 54 |
|
|
2015
Q2 | $1.19M | Sell |
14,843
-87
| -0.6% | -$6.98K | 0.81% | 52 |
|
|
2015
Q1 | $1.2M | Sell |
14,930
-100
| -0.7% | -$8.05K | 1.02% | 46 |
|
|
2014
Q4 | $1.2M | Hold |
15,030
| – | – | 0.95% | 46 |
|
|
2014
Q3 | $1.2M | Sell |
15,030
-116
| -0.8% | -$9.29K | 1.03% | 39 |
|
|
2014
Q2 | $1.22M | Sell |
15,146
-180
| -1% | -$14.5K | 1.03% | 34 |
|
|
2014
Q1 | $1.23M | Buy |
15,326
+78
| +0.5% | +$6.25K | 1.01% | 27 |
|
|
2013
Q4 | $1.22M | Buy |
+15,248
| New | +$1.22M | 1.09% | 25 |
|