Kohmann Bosshard Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.9M | Buy |
190,134
+58
| +0% | +$11.9K | 4.34% | 5 |
|
|
2025
Q1 | $36.8M | Buy |
190,076
+775
| +0.4% | +$150K | 4.34% | 5 |
|
|
2024
Q4 | $37.1M | Sell |
189,301
-6,431
| -3% | -$1.26M | 4.45% | 5 |
|
|
2024
Q3 | $38.8M | Sell |
195,732
-3,521
| -2% | -$697K | 4.81% | 5 |
|
|
2024
Q2 | $36.4M | Sell |
199,253
-24,325
| -11% | -$4.44M | 4.9% | 5 |
|
|
2024
Q1 | $40.8M | Sell |
223,578
-4,584
| -2% | -$837K | 5.68% | 3 |
|
|
2023
Q4 | $38.9M | Sell |
228,162
-82
| -0% | -$14K | 5.92% | 3 |
|
|
2023
Q3 | $35.5M | Buy |
228,244
+15,431
| +7% | +$2.4M | 6.11% | 3 |
|
|
2023
Q2 | $34.6M | Buy |
212,813
+3,424
| +2% | +$556K | 5.96% | 2 |
|
|
2023
Q1 | $32.3M | Buy |
209,389
+3,670
| +2% | +$566K | 6.06% | 2 |
|
|
2022
Q4 | $31.2M | Buy |
205,719
+1,470
| +0.7% | +$223K | 6.22% | 2 |
|
|
2022
Q3 | $27.6M | Buy |
204,249
+10,396
| +5% | +$1.41M | 6.12% | 2 |
|
|
2022
Q2 | $27.8M | Buy |
193,853
+4,161
| +2% | +$597K | 6.15% | 3 |
|
|
2022
Q1 | $30.8M | Buy |
189,692
+7,010
| +4% | +$1.14M | 6.04% | 2 |
|
|
2021
Q4 | $31.3M | Buy |
182,682
+4,472
| +3% | +$767K | 6.28% | 4 |
|
|
2021
Q3 | $27.4M | Buy |
178,210
+5,258
| +3% | +$808K | 6% | 5 |
|
|
2021
Q2 | $26.8M | Buy |
172,952
+21,475
| +14% | +$3.32M | 6.15% | 5 |
|
|
2021
Q1 | $22.3M | Buy |
151,477
+27,308
| +22% | +$4.02M | 5.99% | 5 |
|
|
2020
Q4 | $18M | Buy |
124,169
+4,419
| +4% | +$639K | 5.59% | 6 |
|
|
2020
Q3 | $15.4M | Sell |
119,750
-10,269
| -8% | -$1.32M | 5.58% | 5 |
|
|
2020
Q2 | $15.2M | Buy |
130,019
+15,342
| +13% | +$1.8M | 5.66% | 4 |
|
|
2020
Q1 | $11.9M | Buy |
114,677
+5,076
| +5% | +$525K | 5.21% | 5 |
|
|
2019
Q4 | $13.7M | Buy |
109,601
+1,411
| +1% | +$176K | 5.04% | 6 |
|
|
2019
Q3 | $12.9M | Buy |
108,190
+2,052
| +2% | +$245K | 5.08% | 6 |
|
|
2019
Q2 | $12.2M | Buy |
106,138
+7,457
| +8% | +$859K | 5.11% | 6 |
|
|
2019
Q1 | $10.8M | Buy |
98,681
+2,234
| +2% | +$245K | 5.11% | 6 |
|
|
2018
Q4 | $9.45M | Sell |
96,447
-1,029
| -1% | -$101K | 5.12% | 5 |
|
|
2018
Q3 | $10.8M | Buy |
97,476
+10,718
| +12% | +$1.19M | 5.33% | 5 |
|
|
2018
Q2 | $8.82M | Buy |
86,758
+1,065
| +1% | +$108K | 4.97% | 7 |
|
|
2018
Q1 | $8.66M | Buy |
85,693
+2,687
| +3% | +$272K | 5.17% | 6 |
|
|
2017
Q4 | $8.47M | Sell |
83,006
-7,722
| -9% | -$788K | 5.44% | 5 |
|
|
2017
Q3 | $8.6M | Buy |
+90,728
| New | +$8.6M | 6.04% | 4 |
|
|
2017
Q1 | $7.39M | Sell |
82,191
-471
| -0.6% | -$42.4K | 6.29% | 4 |
|
|
2016
Q4 | $7.19M | Buy |
+82,662
| New | +$7.19M | 6.69% | 4 |
|