KCPG
VIS icon

Kavar Capital Partners Group’s Vanguard Industrials ETF VIS Stock Holding History

Kavar Capital Partners Group’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-250
Closed -$36K – 440
2019
Q2 		$36K Buy
+250
New +$35.7K 0.01% 261
2018
Q3 		– Sell
-250
Closed -$34K – 368
2018
Q2 		$34K Hold
250
– – 0.02% 218
2018
Q1 		$35K Buy
+250
New +$36K 0.02% 215
2016
Q1 		– Sell
-250
Closed -$25K – 384
2015
Q4 		$25K Hold
250
– – 0.02% 213
2015
Q3 		$23K Hold
250
– – 0.02% 219
2015
Q2 		$26K Buy
+250
New +$26.9K 0.02% 226
2014
Q2 		– Sell
-250
Closed -$25K – 432
2014
Q1 		$25K Hold
250
– – 0.02% 246
2013
Q4 		$25K Buy
+250
New +$23.7K 0.02% 232

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return