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

BCMIO

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Kavar Capital Partners Group sold out of Vanguard Industrials ETF (VIS) in Q3 2019, closing a stake of 250 shares — an estimated $36K sold.

Kavar Capital Partners Group first reported a position in VIS in Q4 2013 and held it in 8 quarters. The position peaked at $36K in Q2 2019. 209 funds tracked by Wall St. Rank hold VIS as of Q3 2019.

Kavar Capital Partners Group reported no remaining Vanguard Industrials ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 250 Vanguard Industrials ETF shares in Q3 2019, an estimated $36K.
Kavar Capital Partners Group first reported a position in Vanguard Industrials ETF in Q4 2013 and held it in 8 quarters.
Kavar Capital Partners Group's Vanguard Industrials ETF position peaked at $36K in Q2 2019.
209 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2019.

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