Kohmann Bosshard Financial Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.01M | Buy |
41,069
+32
| +0.1% | +$6.24K | 0.89% | 22 |
|
|
2025
Q1 | $7.64M | Sell |
41,037
-727
| -2% | -$135K | 0.9% | 21 |
|
|
2024
Q4 | $8.28M | Sell |
41,764
-3,412
| -8% | -$676K | 0.99% | 21 |
|
|
2024
Q3 | $9.07M | Sell |
45,176
-2,258
| -5% | -$453K | 1.13% | 20 |
|
|
2024
Q2 | $8.66M | Sell |
47,434
-28,076
| -37% | -$5.12M | 1.17% | 20 |
|
|
2024
Q1 | $14.5M | Sell |
75,510
-6,689
| -8% | -$1.28M | 2.02% | 14 |
|
|
2023
Q4 | $14.8M | Sell |
82,199
-917
| -1% | -$165K | 2.25% | 13 |
|
|
2023
Q3 | $13.3M | Buy |
83,116
+1,682
| +2% | +$268K | 2.28% | 14 |
|
|
2023
Q2 | $13.5M | Buy |
81,434
+897
| +1% | +$148K | 2.32% | 14 |
|
|
2023
Q1 | $12.8M | Buy |
80,537
+735
| +0.9% | +$117K | 2.4% | 14 |
|
|
2022
Q4 | $12.7M | Buy |
79,802
+255
| +0.3% | +$40.5K | 2.52% | 11 |
|
|
2022
Q3 | $11.4M | Buy |
79,547
+8,913
| +13% | +$1.28M | 2.53% | 12 |
|
|
2022
Q2 | $10.6M | Buy |
+70,634
| New | +$10.6M | 2.34% | 15 |
|