Kavar Capital Partners Group’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-3,216	Closed	-$85K	–	438
2019 Q2	$85K	Buy	+3,216	New	+$82.9K	0.03%	175
2018 Q3	–	Sell	-3,944	Closed	-$89K	–	366
2018 Q2	$89K	Hold	3,944	–	–	0.04%	149
2018 Q1	$84K	Buy	+3,944	New	+$86.1K	0.04%	154

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Kavar Capital Partners Group sold out of Vanguard Information Technology ETF (VGT) in Q3 2019, closing a stake of 3,216 shares — an estimated $85K sold.

Kavar Capital Partners Group first reported a position in VGT in Q1 2018 and held it in 3 quarters. The position peaked at $89K in Q2 2018. 622 funds tracked by Wall St. Rank hold VGT as of Q3 2019.

Kavar Capital Partners Group reported no remaining Vanguard Information Technology ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 3,216 Vanguard Information Technology ETF shares in Q3 2019, an estimated $85K.
Kavar Capital Partners Group first reported a position in Vanguard Information Technology ETF in Q1 2018 and held it in 3 quarters.
Kavar Capital Partners Group's Vanguard Information Technology ETF position peaked at $89K in Q2 2018.
622 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2019.

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