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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Kavar Capital Partners Group's VNQ Position: Q4 2023 in Review

Kavar Capital Partners Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 6,104 shares — an estimated $462K sold.

Kavar Capital Partners Group first reported a position in VNQ in Q4 2013 and held it in 9 quarters. The position peaked at $462K in Q3 2023. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

Kavar Capital Partners Group reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Kavar Capital Partners Group sold 6,104 Vanguard Real Estate ETF shares in Q4 2023, an estimated $462K.
Kavar Capital Partners Group first reported a position in Vanguard Real Estate ETF in Q4 2013 and held it in 9 quarters.
Kavar Capital Partners Group's Vanguard Real Estate ETF position peaked at $462K in Q3 2023.
1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Kavar Capital Partners Group's 13F filing for Q4 2023, filed 14 Feb 2024.