Kavar Capital Partners Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
1,405
+400
| +40% | +$112K | 0.06% | 138 |
|
|
2025
Q1 | $260K | Hold |
1,005
| – | – | 0.04% | 154 |
|
|
2024
Q4 | $265K | Hold |
1,005
| – | – | 0.04% | 146 |
|
|
2024
Q3 | $265K | Buy |
1,005
+24
| +2% | +$6.33K | 0.04% | 154 |
|
|
2024
Q2 | $238K | Hold |
981
| – | – | 0.04% | 146 |
|
|
2024
Q1 | $245K | Hold |
981
| – | – | 0.05% | 143 |
|
|
2023
Q4 | $228K | Sell |
981
-510
| -34% | -$119K | 0.03% | 153 |
|
|
2023
Q3 | $310K | Buy |
+1,491
| New | +$310K | 0.07% | 127 |
|
|
2019
Q3 | – | Sell |
-574
| Closed | -$96K | – | 442 |
|
|
2019
Q2 | $96K | Buy |
+574
| New | +$96K | 0.04% | 170 |
|
|
2018
Q3 | – | Sell |
-153
| Closed | -$24K | – | 370 |
|
|
2018
Q2 | $24K | Hold |
153
| – | – | 0.01% | 248 |
|
|
2018
Q1 | $24K | Buy |
+153
| New | +$24K | 0.01% | 247 |
|