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Kavar Capital Partners Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Kavar Capital Partners Group’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-127
Closed -$14K – 427
2014
Q1 		$14K Hold
127
– – 0.01% 291
2013
Q4 		$14K Buy
+127
New +$13.9K 0.01% 271

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kavar Capital Partners Group's VDC Position: Q2 2014 in Review

Kavar Capital Partners Group sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2014, closing a stake of 127 shares — an estimated $14K sold.

Kavar Capital Partners Group first reported a position in VDC in Q4 2013 and held it in 2 quarters. The position peaked at $14K in Q1 2014. 126 funds tracked by Wall St. Rank hold VDC as of Q2 2014.

  • Kavar Capital Partners Group reported no remaining Vanguard Consumer Staples ETF position as of Q2 2014 after selling out during the quarter.
  • Kavar Capital Partners Group sold 127 Vanguard Consumer Staples ETF shares in Q2 2014, an estimated $14K.
  • Kavar Capital Partners Group first reported a position in Vanguard Consumer Staples ETF in Q4 2013 and held it in 2 quarters.
  • Kavar Capital Partners Group's Vanguard Consumer Staples ETF position peaked at $14K in Q1 2014.
  • 126 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2014.

Based on Kavar Capital Partners Group's 13F filing for Q2 2014, filed 25 Jan 2019.