KCPG
Kavar Capital Partners Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
8,819
+64
| +0.7% | +$19.5K | 0.39% | 66 |
|
|
2025
Q1 | $2.41M | Buy |
8,755
+37
| +0.4% | +$10.2K | 0.4% | 63 |
|
|
2024
Q4 | $2.53M | Buy |
8,718
+10
| +0.1% | +$2.9K | 0.43% | 61 |
|
|
2024
Q3 | $2.47M | Sell |
8,708
-2
| -0% | -$566 | 0.39% | 66 |
|
|
2024
Q2 | $2.33M | Buy |
8,710
+1,527
| +21% | +$409K | 0.42% | 62 |
|
|
2024
Q1 | $1.87M | Sell |
7,183
-7,109
| -50% | -$1.85M | 0.34% | 71 |
|
|
2023
Q4 | $3.39M | Buy |
14,292
+7,257
| +103% | +$1.72M | 0.38% | 68 |
|
|
2023
Q3 | $1.49M | Buy |
7,035
+421
| +6% | +$89.4K | 0.32% | 74 |
|
|
2023
Q2 | $1.46M | Buy |
6,614
+61
| +0.9% | +$13.4K | 0.31% | 76 |
|
|
2023
Q1 | $1.34M | Sell |
6,553
-8
| -0.1% | -$1.63K | 0.29% | 76 |
|
|
2022
Q4 | $1.25M | Buy |
6,561
+4
| +0.1% | +$765 | 0.29% | 77 |
|
|
2022
Q3 | $1.18M | Buy |
6,557
+14
| +0.2% | +$2.51K | 0.3% | 77 |
|
|
2022
Q2 | $1.23M | Buy |
6,543
+4
| +0.1% | +$754 | 0.29% | 77 |
|
|
2022
Q1 | $1.49M | Buy |
6,539
+50
| +0.8% | +$11.4K | 0.32% | 73 |
|
|
2021
Q4 | $1.57M | Sell |
6,489
-58
| -0.9% | -$14K | 0.33% | 76 |
|
|
2021
Q3 | $1.45M | Sell |
6,547
-99
| -1% | -$22K | 0.33% | 77 |
|
|
2021
Q2 | $1.48M | Buy |
+6,646
| New | +$1.48M | 0.36% | 74 |
|
|
2019
Q3 | – | Sell |
-745
| Closed | -$112K | – | 447 |
|
|
2019
Q2 | $112K | Buy |
+745
| New | +$112K | 0.04% | 159 |
|
|
2018
Q3 | – | Sell |
-808
| Closed | -$113K | – | 376 |
|
|
2018
Q2 | $113K | Buy |
808
+3
| +0.4% | +$420 | 0.06% | 137 |
|
|
2018
Q1 | $109K | Buy |
+805
| New | +$109K | 0.06% | 139 |
|
|
2016
Q1 | – | Sell |
-393
| Closed | -$41K | – | 391 |
|
|
2015
Q4 | $41K | Buy |
393
+3
| +0.8% | +$313 | 0.03% | 184 |
|
|
2015
Q3 | $38K | Buy |
390
+2
| +0.5% | +$195 | 0.03% | 187 |
|
|
2015
Q2 | $41K | Buy |
+388
| New | +$41K | 0.03% | 193 |
|
|
2014
Q2 | – | Sell |
-382
| Closed | -$37K | – | 438 |
|
|
2014
Q1 | $37K | Buy |
382
+100
| +35% | +$9.69K | 0.03% | 218 |
|
|
2013
Q4 | $27K | Buy |
+282
| New | +$27K | 0.02% | 226 |
|