KCPG
Kavar Capital Partners Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Buy |
8,155
+5,024
| +160% | +$2.85M | 0.67% | 47 |
|
|
2025
Q1 | $1.61M | Hold |
3,131
| – | – | 0.27% | 79 |
|
|
2024
Q4 | $1.69M | Sell |
3,131
-4
| -0.1% | -$2.16K | 0.29% | 74 |
|
|
2024
Q3 | $1.65M | Buy |
3,135
+29
| +0.9% | +$15.3K | 0.26% | 80 |
|
|
2024
Q2 | $1.55M | Buy |
3,106
+306
| +11% | +$153K | 0.28% | 77 |
|
|
2024
Q1 | $1.35M | Sell |
2,800
-2,204
| -44% | -$1.06M | 0.25% | 80 |
|
|
2023
Q4 | $2.19M | Buy |
5,004
+2,502
| +100% | +$1.09M | 0.24% | 78 |
|
|
2023
Q3 | $982K | Hold |
2,502
| – | – | 0.21% | 85 |
|
|
2023
Q2 | $1.02M | Buy |
+2,502
| New | +$1.02M | 0.22% | 87 |
|
|
2019
Q3 | – | Sell |
-208
| Closed | -$56K | – | 443 |
|
|
2019
Q2 | $56K | Buy |
+208
| New | +$56K | 0.02% | 215 |
|
|
2018
Q3 | – | Sell |
-102
| Closed | -$25K | – | 371 |
|
|
2018
Q2 | $25K | Buy |
102
+10
| +11% | +$2.45K | 0.01% | 240 |
|
|
2018
Q1 | $22K | Buy |
+92
| New | +$22K | 0.01% | 264 |
|