Kavar Capital Partners Group’s Vanguard Total World Stock ETF VT Stock Holding History

Kavar Capital Partners Group’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-750	Closed	-$56K	–	446
2019 Q2	$56K	Buy	+750	New	+$55.6K	0.02%	216
2018 Q3	–	Sell	-750	Closed	-$55K	–	375
2018 Q2	$55K	Hold	750	–	–	0.03%	178
2018 Q1	$55K	Buy	+750	New	+$56.8K	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%	-$59.4K	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%	+$182K	0.24%	112
2014 Q1	$89K	Hold	1,500	–	–	0.07%	161
2013 Q4	$89K	Buy	+1,500	New	+$86.3K	0.08%	156

Other funds holding VT

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WRTC

Wind River Trust Company Jackson, Wyoming $296M AUM 22.15% 1-Year Est. Return

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

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Kavar Capital Partners Group's VT Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Vanguard Total World Stock ETF (VT) in Q3 2019, closing a stake of 750 shares — an estimated $56K sold.

Kavar Capital Partners Group first reported a position in VT in Q4 2013 and held it in 12 quarters. The position peaked at $280K in Q2 2014. 437 funds tracked by Wall St. Rank hold VT as of Q3 2019.

Kavar Capital Partners Group reported no remaining Vanguard Total World Stock ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 750 Vanguard Total World Stock ETF shares in Q3 2019, an estimated $56K.
Kavar Capital Partners Group first reported a position in Vanguard Total World Stock ETF in Q4 2013 and held it in 12 quarters.
Kavar Capital Partners Group's Vanguard Total World Stock ETF position peaked at $280K in Q2 2014.
437 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.