Kavar Capital Partners Group’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $552K | Buy |
2,331
+392
| +20% | +$92.9K | 0.08% | 123 |
|
2025
Q1 | $430K | Hold |
1,939
| – | – | 0.07% | 126 |
|
2024
Q4 | $466K | Hold |
1,939
| – | – | 0.08% | 118 |
|
2024
Q3 | $460K | Hold |
1,939
| – | – | 0.07% | 124 |
|
2024
Q2 | $423K | Buy |
1,939
+139
| +8% | +$30.3K | 0.08% | 116 |
|
2024
Q1 | $411K | Sell |
1,800
-1,748
| -49% | -$400K | 0.08% | 116 |
|
2023
Q4 | $757K | Buy |
3,548
+1,766
| +99% | +$377K | 0.08% | 111 |
|
2023
Q3 | $337K | Buy |
1,782
+8
| +0.5% | +$1.51K | 0.07% | 121 |
|
2023
Q2 | $353K | Hold |
1,774
| – | – | 0.08% | 114 |
|
2023
Q1 | $336K | Hold |
1,774
| – | – | 0.07% | 124 |
|
2022
Q4 | $326K | Hold |
1,774
| – | – | 0.08% | 114 |
|
2022
Q3 | $303K | Hold |
1,774
| – | – | 0.08% | 118 |
|
2022
Q2 | $312K | Hold |
1,774
| – | – | 0.07% | 140 |
|
2022
Q1 | $377K | Hold |
1,774
| – | – | 0.08% | 125 |
|
2021
Q4 | $401K | Sell |
1,774
-54
| -3% | -$12.2K | 0.08% | 130 |
|
2021
Q3 | $400K | Sell |
1,828
-150
| -8% | -$32.8K | 0.09% | 134 |
|
2021
Q2 | $446K | Buy |
+1,978
| New | +$446K | 0.11% | 115 |
|
2019
Q3 | – | Sell |
-68
| Closed | -$11K | – | 432 |
|
2019
Q2 | $11K | Buy |
+68
| New | +$11K | ﹤0.01% | 361 |
|