Kavar Capital Partners Group’s Vanguard Real Estate ETF VNQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,104	Closed	-$462K	–	170
2023 Q3	$462K	Buy	+6,104	New	+$503K	0.1%	112
2019 Q3	–	Sell	-42	Closed	-$4K	–	441
2019 Q2	$4K	Buy	+42	New	+$3.68K	﹤0.01%	448
2018 Q3	–	Sell	-14	Closed	-$1K	–	369
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	434
2018 Q1	$1K	Buy	+14	New	+$1.07K	﹤0.01%	428
2016 Q1	–	Sell	-14	Closed	-$1K	–	385
2015 Q4	$1K	Hold	14	–	–	﹤0.01%	436
2015 Q3	$1K	Hold	14	–	–	﹤0.01%	440
2015 Q2	$1K	Buy	+14	New	+$1.12K	﹤0.01%	472
2014 Q2	–	Sell	-235	Closed	-$16K	–	433
2014 Q1	$16K	Buy	235 +14	+6%	+$958	0.01%	279
2013 Q4	$14K	Buy	+221	New	+$14.8K	0.01%	272

Other funds holding VNQ

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return