Kavar Capital Partners Group’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-750
| Closed | -$56K | – | 446 |
|
|
2019
Q2 | $56K | Buy |
+750
| New | +$56K | 0.02% | 216 |
|
|
2018
Q3 | – | Sell |
-750
| Closed | -$55K | – | 375 |
|
|
2018
Q2 | $55K | Hold |
750
| – | – | 0.03% | 178 |
|
|
2018
Q1 | $55K | Buy |
+750
| New | +$55K | 0.03% | 178 |
|
|
2016
Q1 | – | Sell |
-3,500
| Closed | -$201K | – | 390 |
|
|
2015
Q4 | $201K | Hold |
3,500
| – | – | 0.13% | 103 |
|
|
2015
Q3 | $193K | Sell |
3,500
-1,000
| -22% | -$55.1K | 0.14% | 105 |
|
|
2015
Q2 | $276K | Hold |
4,500
| – | – | 0.19% | 105 |
|
|
2015
Q1 | $277K | Hold |
4,500
| – | – | 0.24% | 90 |
|
|
2014
Q4 | $271K | Hold |
4,500
| – | – | 0.21% | 112 |
|
|
2014
Q3 | $272K | Hold |
4,500
| – | – | 0.23% | 108 |
|
|
2014
Q2 | $280K | Buy |
4,500
+3,000
| +200% | +$187K | 0.24% | 112 |
|
|
2014
Q1 | $89K | Hold |
1,500
| – | – | 0.07% | 161 |
|
|
2013
Q4 | $89K | Buy |
+1,500
| New | +$89K | 0.08% | 156 |
|