Kavar Capital Partners Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,966
| Closed | -$204K | – | 128 |
|
|
2020
Q1 | $204K | Hold |
4,966
| – | – | 0.1% | 110 |
|
|
2019
Q4 | $267K | Sell |
4,966
-163
| -3% | -$8.76K | 0.1% | 112 |
|
|
2019
Q3 | $256K | Sell |
5,129
-75
| -1% | -$3.74K | 0.1% | 117 |
|
|
2019
Q2 | $265K | Hold |
5,204
| – | – | 0.1% | 105 |
|
|
2019
Q1 | $261K | Hold |
5,204
| – | – | 0.12% | 106 |
|
|
2018
Q4 | $237K | Hold |
5,204
| – | – | 0.13% | 96 |
|
|
2018
Q3 | $271K | Hold |
5,204
| – | – | 0.13% | 89 |
|
|
2018
Q2 | $270K | Hold |
5,204
| – | – | 0.14% | 92 |
|
|
2018
Q1 | $283K | Hold |
5,204
| – | – | 0.15% | 91 |
|
|
2017
Q4 | $285K | Sell |
5,204
-2,975
| -36% | -$163K | 0.15% | 88 |
|
|
2017
Q3 | $431K | Sell |
8,179
-84
| -1% | -$4.43K | 0.24% | 81 |
|
|
2017
Q2 | $413K | Hold |
8,263
| – | – | 0.22% | 86 |
|
|
2017
Q1 | $395K | Buy |
+8,263
| New | +$395K | 0.22% | 88 |
|
|
2016
Q1 | – | Sell |
-3,690
| Closed | -$160K | – | 381 |
|
|
2015
Q4 | $160K | Hold |
3,690
| – | – | 0.1% | 109 |
|
|
2015
Q3 | $157K | Sell |
3,690
-5,118
| -58% | -$218K | 0.11% | 111 |
|
|
2015
Q2 | $427K | Sell |
8,808
-305
| -3% | -$14.8K | 0.29% | 94 |
|
|
2015
Q1 | $444K | Sell |
9,113
-247
| -3% | -$12K | 0.38% | 83 |
|
|
2014
Q4 | $439K | Sell |
9,360
-163
| -2% | -$7.65K | 0.35% | 101 |
|
|
2014
Q3 | $469K | Sell |
9,523
-638
| -6% | -$31.4K | 0.4% | 98 |
|
|
2014
Q2 | $531K | Sell |
10,161
-539
| -5% | -$28.2K | 0.45% | 93 |
|
|
2014
Q1 | $538K | Sell |
10,700
-296
| -3% | -$14.9K | 0.45% | 90 |
|
|
2013
Q4 | $557K | Buy |
+10,996
| New | +$557K | 0.5% | 78 |
|