Number of Shares
8,155.00
Current Holdings Value*
$4.63 Mil
% of Portfolio
0.67%
Total Estimate Gain
$937,092.79
% of Total Estimate Gain
19.58%

KAVAR CAPITAL PARTNERS GROUP, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, KAVAR CAPITAL PARTNERS GROUP, LLC held 8,155.00 shares of Vanguard S&P 500 ETF(VOO), totaling $4.63 Mil. This investment constitutes 0.67% of their stock portfolio, and KAVAR CAPITAL PARTNERS GROUP, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q2. And since then KAVAR CAPITAL PARTNERS GROUP, LLC has made 5 purchases of VOO, at an average price of $461.93, for a total of 10,363.00 shares. In addition, there have been 2 sales at an average price of $457.83 for 2,208.00 shares. Based on historical transaction data and VOO's current price of $577.95, KAVAR CAPITAL PARTNERS GROUP, LLC's estimated gain on his VOO holdings is $937,092.79, reflecting a 19.58% gain to date.

KAVAR CAPITAL PARTNERS GROUP, LLC VOO ($577.95) Holding Chart

KAVAR CAPITAL PARTNERS GROUP, LLC VOO ($577.95) 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 %

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