Kavar Capital Partners Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Kavar Capital Partners Group’s Portfolio VCSH Stock Details VCSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,373	Closed	-$253K	–	169
2023 Q3	$253K	Buy	+3,373	New	+$255K	0.06%	134
2023 Q2	–	Sell	-3,373	Closed	-$257K	–	161
2023 Q1	$257K	Buy	+3,373	New	+$255K	0.06%	135
2022 Q3	–	Sell	-5,373	Closed	-$410K	–	159
2022 Q2	$410K	Buy	+5,373	New	+$413K	0.1%	120
2022 Q1	–	Sell	-5,373	Closed	-$437K	–	178
2021 Q4	$437K	Hold	5,373	–	–	0.09%	120
2021 Q3	$443K	Buy	+5,373	New	+$444K	0.1%	126
2021 Q1	–	Sell	-5,359	Closed	-$446K	–	155
2020 Q4	$446K	Buy	5,359 +359	+7%	+$29.8K	0.13%	108
2020 Q3	$414K	Buy	+5,000	New	+$414K	0.14%	104
2019 Q4	–	Sell	-5,000	Closed	-$405K	–	138
2019 Q3	$405K	Buy	+5,000	New	+$404K	0.16%	94
2019 Q2	–	Sell	-5,000	Closed	-$399K	–	511
2019 Q1	$399K	Hold	5,000	–	–	0.18%	89
2018 Q4	$390K	Sell	5,000 -300	-6%	-$23.3K	0.21%	80
2018 Q3	$414K	Buy	5,300 +1,000	+23%	+$78.2K	0.21%	77
2018 Q2	$336K	Hold	4,300	–	–	0.17%	84
2018 Q1	$337K	Hold	4,300	–	–	0.18%	85
2017 Q4	$341K	Sell	4,300 -1,250	-23%	-$99.6K	0.18%	84
2017 Q3	$445K	Hold	5,550	–	–	0.24%	79
2017 Q2	$444K	Hold	5,550	–	–	0.24%	84
2017 Q1	$443K	Buy	+5,550	New	+$441K	0.25%	84
2016 Q1	–	Sell	-625	Closed	-$49K	–	379
2015 Q4	$49K	Buy	625 +125	+25%	+$9.93K	0.03%	173
2015 Q3	$39K	Hold	500	–	–	0.03%	185
2015 Q2	$39K	Buy	+500	New	+$40K	0.03%	199
2014 Q2	–	Sell	-225	Closed	-$17K	–	426
2014 Q1	$17K	Buy	225 +125	+125%	+$10K	0.01%	272
2013 Q4	$7K	Buy	+100	New	+$8K	0.01%	312

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

Kavar Capital Partners Group's VCSH Position: Q4 2023 in Review

Kavar Capital Partners Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2023, closing a stake of 3,373 shares — an estimated $253K sold.

Kavar Capital Partners Group first reported a position in VCSH in Q4 2013 and held it in 22 quarters. The position peaked at $446K in Q4 2020. 1,289 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

Kavar Capital Partners Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Kavar Capital Partners Group sold 3,373 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $253K.
Kavar Capital Partners Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2013 and held it in 22 quarters.
Kavar Capital Partners Group's Vanguard Short-Term Corporate Bond ETF position peaked at $446K in Q4 2020.
1,289 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on Kavar Capital Partners Group's 13F filing for Q4 2023, filed 14 Feb 2024.