Number of Shares
13,326.00
Current Holdings Value*
$4.94 Mil
% of Portfolio
0.82%
Total Estimate Gain
$2.62 Mil
% of Total Estimate Gain
39.54%

KAVAR CAPITAL PARTNERS GROUP, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, KAVAR CAPITAL PARTNERS GROUP, LLC held 13,326.00 shares of Vanguard Growth ETF(VUG), totaling $4.94 Mil. This investment constitutes 0.82% of their stock portfolio, and KAVAR CAPITAL PARTNERS GROUP, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2022Q4. And since then KAVAR CAPITAL PARTNERS GROUP, LLC has made 6 purchases of VUG, at an average price of $281.89, for a total of 23,524.00 shares. In addition, there have been 4 sales at an average price of $328.80 for 10,198.00 shares. Based on historical transaction data and VUG's current price of $442.72, KAVAR CAPITAL PARTNERS GROUP, LLC's estimated gain on his VUG holdings is $2.62 Mil, reflecting a 39.54% gain to date.

KAVAR CAPITAL PARTNERS GROUP, LLC VUG ($442.72) Holding Chart

KAVAR CAPITAL PARTNERS GROUP, LLC VUG ($442.72) 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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