Kohmann Bosshard Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Buy |
88,416
+1,421
| +2% | +$337K | 2.34% | 13 |
|
|
2025
Q1 | $19.4M | Buy |
86,995
+4,248
| +5% | +$947K | 2.29% | 12 |
|
|
2024
Q4 | $19.9M | Sell |
82,747
-1,677
| -2% | -$403K | 2.39% | 12 |
|
|
2024
Q3 | $20M | Sell |
84,424
-853
| -1% | -$202K | 2.49% | 11 |
|
|
2024
Q2 | $18.6M | Sell |
85,277
-6,532
| -7% | -$1.42M | 2.5% | 12 |
|
|
2024
Q1 | $21M | Sell |
91,809
-2,248
| -2% | -$514K | 2.92% | 7 |
|
|
2023
Q4 | $20.1M | Buy |
94,057
+5,386
| +6% | +$1.15M | 3.06% | 7 |
|
|
2023
Q3 | $16.8M | Buy |
88,671
+2,867
| +3% | +$542K | 2.89% | 7 |
|
|
2023
Q2 | $17.1M | Sell |
85,804
-748
| -0.9% | -$149K | 2.94% | 7 |
|
|
2023
Q1 | $16.4M | Sell |
86,552
-1,251
| -1% | -$237K | 3.08% | 6 |
|
|
2022
Q4 | $16.1M | Sell |
87,803
-32,581
| -27% | -$5.98M | 3.21% | 6 |
|
|
2022
Q3 | $20.6M | Buy |
120,384
+2,769
| +2% | +$473K | 4.56% | 6 |
|
|
2022
Q2 | $20.7M | Sell |
117,615
-11,450
| -9% | -$2.02M | 4.58% | 5 |
|
|
2022
Q1 | $27.4M | Sell |
129,065
-11,844
| -8% | -$2.52M | 5.38% | 5 |
|
|
2021
Q4 | $31.9M | Buy |
140,909
+8,765
| +7% | +$1.99M | 6.4% | 3 |
|
|
2021
Q3 | $28.9M | Buy |
132,144
+11,902
| +10% | +$2.6M | 6.33% | 4 |
|
|
2021
Q2 | $27.1M | Buy |
120,242
+7,534
| +7% | +$1.7M | 6.22% | 4 |
|
|
2021
Q1 | $24.1M | Buy |
112,708
+20,179
| +22% | +$4.32M | 6.48% | 4 |
|
|
2020
Q4 | $18.7M | Buy |
92,529
+46,770
| +102% | +$9.43M | 5.81% | 5 |
|
|
2020
Q3 | $7.04M | Sell |
45,759
-99
| -0.2% | -$15.2K | 2.55% | 12 |
|
|
2020
Q2 | $6.68M | Buy |
45,858
+3,736
| +9% | +$544K | 2.48% | 12 |
|
|
2020
Q1 | $4.86M | Buy |
42,122
+39,349
| +1,419% | +$4.54M | 2.14% | 15 |
|
|
2019
Q4 | $459K | Buy |
2,773
+168
| +6% | +$27.8K | 0.17% | 50 |
|
|
2019
Q3 | $401K | Sell |
2,605
-1,249
| -32% | -$192K | 0.16% | 54 |
|
|
2019
Q2 | $604K | Buy |
+3,854
| New | +$604K | 0.25% | 47 |
|