Kavar Capital Partners Group’s Vanguard Energy ETF VDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-145	Closed	-$12K	–	434
2019 Q2	$12K	Buy	+145	New	+$12.5K	﹤0.01%	352
2018 Q3	–	Sell	-145	Closed	-$15K	–	362
2018 Q2	$15K	Hold	145	–	–	0.01%	287
2018 Q1	$13K	Buy	+145	New	+$14K	0.01%	300
2016 Q1	–	Sell	-145	Closed	-$12K	–	380
2015 Q4	$12K	Buy	+145	New	+$13.2K	0.01%	257

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kavar Capital Partners Group's VDE Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Vanguard Energy ETF (VDE) in Q3 2019, closing a stake of 145 shares — an estimated $12K sold.

Kavar Capital Partners Group first reported a position in VDE in Q4 2015 and held it in 4 quarters. The position peaked at $15K in Q2 2018. 282 funds tracked by Wall St. Rank hold VDE as of Q3 2019.

Kavar Capital Partners Group reported no remaining Vanguard Energy ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 145 Vanguard Energy ETF shares in Q3 2019, an estimated $12K.
Kavar Capital Partners Group first reported a position in Vanguard Energy ETF in Q4 2015 and held it in 4 quarters.
Kavar Capital Partners Group's Vanguard Energy ETF position peaked at $15K in Q2 2018.
282 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.