Kohmann Bosshard Financial Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
1,175
-7
| -0.6% | -$1.94K | 0.04% | 141 |
|
|
2025
Q1 | $298K | Buy |
1,182
+2
| +0.2% | +$504 | 0.04% | 164 |
|
|
2024
Q4 | $330K | Hold |
1,180
| – | – | 0.04% | 141 |
|
|
2024
Q3 | $315K | Buy |
1,180
+7
| +0.6% | +$1.87K | 0.04% | 154 |
|
|
2024
Q2 | $293K | Hold |
1,173
| – | – | 0.04% | 152 |
|
|
2024
Q1 | $306K | Sell |
1,173
-52
| -4% | -$13.6K | 0.04% | 152 |
|
|
2023
Q4 | $296K | Buy |
1,225
+52
| +4% | +$12.6K | 0.05% | 155 |
|
|
2023
Q3 | $251K | Hold |
1,173
| – | – | 0.04% | 152 |
|
|
2023
Q2 | $269K | Buy |
+1,173
| New | +$269K | 0.05% | 149 |
|
|
2020
Q4 | – | Sell |
-1,135
| Closed | -$244K | – | 106 |
|
|
2020
Q3 | $244K | Hold |
1,135
| – | – | 0.09% | 87 |
|
|
2020
Q2 | $227K | Buy |
+1,135
| New | +$227K | 0.08% | 85 |
|
|
2020
Q1 | – | Sell |
-517
| Closed | -$103K | – | 125 |
|
|
2019
Q4 | $103K | Buy |
+517
| New | +$103K | 0.04% | 112 |
|
|
2019
Q3 | – | Sell |
-538
| Closed | -$100K | – | 123 |
|
|
2019
Q2 | $100K | Sell |
538
-47
| -8% | -$8.74K | 0.04% | 113 |
|
|
2019
Q1 | $105K | Buy |
+585
| New | +$105K | 0.05% | 100 |
|
|
2018
Q4 | – | Sell |
-585
| Closed | -$110K | – | 107 |
|
|
2018
Q3 | $110K | Sell |
585
-55
| -9% | -$10.3K | 0.05% | 91 |
|
|
2018
Q2 | $113K | Sell |
640
-20
| -3% | -$3.53K | 0.06% | 90 |
|
|
2018
Q1 | $108K | Sell |
660
-59
| -8% | -$9.66K | 0.06% | 86 |
|
|
2017
Q4 | $116K | Sell |
719
-93
| -11% | -$15K | 0.07% | 80 |
|
|
2017
Q3 | $124K | Buy |
+812
| New | +$124K | 0.09% | 76 |
|
|
2017
Q1 | $114K | Buy |
+812
| New | +$114K | 0.1% | 77 |
|