Number of Shares
58,073.00
Current Holdings Value*
$4.57 Mil
% of Portfolio
0.66%
Total Estimate Gain
$-14,202.30
% of Total Estimate Gain
-0.12%

KAVAR CAPITAL PARTNERS GROUP, LLC's Vanguard Short-Term Bond ETF Holding Summary

As of 2025-06-30, KAVAR CAPITAL PARTNERS GROUP, LLC held 58,073.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $4.57 Mil. This investment constitutes 0.66% of their stock portfolio, and KAVAR CAPITAL PARTNERS GROUP, LLC now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2020Q4. And since then KAVAR CAPITAL PARTNERS GROUP, LLC has made 6 purchases of BSV, at an average price of $77.88, for a total of 148,884.00 shares. In addition, there have been 7 sales at an average price of $77.36 for 90,811.00 shares. Based on historical transaction data and BSV's current price of $78.43, KAVAR CAPITAL PARTNERS GROUP, LLC's estimated gain on his BSV holdings is $-14,202.30, reflecting a -0.12% gain to date.

KAVAR CAPITAL PARTNERS GROUP, LLC BSV ($78.43) Holding Chart

KAVAR CAPITAL PARTNERS GROUP, LLC BSV ($78.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1