Kavar Capital Partners Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.96M	Sell	6,629 -231	-3%	-$144K	0.5%	52
2025 Q4	$4.3M	Sell	6,860 -2	-0%	-$1.24K	0.59%	44
2025 Q3	$4.2M	Sell	6,862 -1,293	-16%	-$762K	0.56%	48
2025 Q2	$4.63M	Buy	8,155 +5,024	+160%	+$2.64M	0.67%	47
2025 Q1	$1.61M	Hold	3,131	–	–	0.27%	79
2024 Q4	$1.69M	Sell	3,131 -4	-0.1%	-$2.17K	0.29%	74
2024 Q3	$1.65M	Buy	3,135 +29	+0.9%	+$14.7K	0.26%	80
2024 Q2	$1.55M	Buy	3,106 +306	+11%	+$147K	0.28%	77
2024 Q1	$1.35M	Sell	2,800 -2,204	-44%	-$1.01M	0.25%	80
2023 Q4	$2.19M	Buy	5,004 +2,502	+100%	+$1.02M	0.24%	78
2023 Q3	$982K	Hold	2,502	–	–	0.21%	85
2023 Q2	$1.02M	Buy	+2,502	New	+$965K	0.22%	87
2019 Q3	–	Sell	-208	Closed	-$56K	–	443
2019 Q2	$56K	Buy	+208	New	+$55K	0.02%	215
2018 Q3	–	Sell	-102	Closed	-$25K	–	371
2018 Q2	$25K	Buy	102 +10	+11%	+$2.48K	0.01%	240
2018 Q1	$22K	Buy	+92	New	+$23.1K	0.01%	264