Kohmann Bosshard Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21.6M	Buy	242,827 +8,525	+4%	+$759K	2.41%	11
2025 Q1	$21.2M	Buy	234,302 +8,418	+4%	+$762K	2.5%	10
2024 Q4	$20.1M	Buy	225,884 +12,421	+6%	+$1.11M	2.41%	11
2024 Q3	$20.8M	Buy	213,463 +5,096	+2%	+$496K	2.58%	10
2024 Q2	$17.5M	Buy	208,367 +18,143	+10%	+$1.52M	2.35%	13
2024 Q1	$16.5M	Buy	190,224 +610	+0.3%	+$52.8K	2.29%	11
2023 Q4	$16.8M	Sell	189,614 -10,098	-5%	-$892K	2.55%	9
2023 Q3	$15.1M	Buy	199,712 +13,358	+7%	+$1.01M	2.6%	9
2023 Q2	$15.6M	Buy	186,354 +17,575	+10%	+$1.47M	2.69%	9
2023 Q1	$14M	Buy	168,779 +6,315	+4%	+$525K	2.64%	9
2022 Q4	$13.4M	Buy	162,464 +5,350	+3%	+$441K	2.67%	9
2022 Q3	$12.6M	Buy	157,114 +21,998	+16%	+$1.76M	2.79%	9
2022 Q2	$12.3M	Buy	135,116 +9,308	+7%	+$848K	2.72%	9
2022 Q1	$13.6M	Buy	125,808 +11,701	+10%	+$1.27M	2.68%	13
2021 Q4	$13.3M	Buy	114,107 +7,506	+7%	+$877K	2.67%	11
2021 Q3	$10.9M	Buy	106,601 +10,326	+11%	+$1.05M	2.38%	13
2021 Q2	$9.8M	Buy	96,275 +8,519	+10%	+$867K	2.25%	13
2021 Q1	$8.06M	Buy	87,756 +28,200	+47%	+$2.59M	2.17%	16
2020 Q4	$5.43M	Buy	59,556 +52,759	+776%	+$4.81M	1.69%	19
2020 Q3	$537K	Sell	6,797 -1,756	-21%	-$139K	0.19%	57
2020 Q2	$672K	Buy	8,553 +3,128	+58%	+$246K	0.25%	51
2020 Q1	$379K	Buy	5,425 +1,168	+27%	+$81.6K	0.17%	60
2019 Q4	$395K	Hold	4,257	–	–	0.15%	54
2019 Q3	$397K	Hold	4,257	–	–	0.16%	55
2019 Q2	$372K	Sell	4,257 -2,828	-40%	-$247K	0.16%	53
2019 Q1	$616K	Sell	7,085 -10	-0.1%	-$869	0.29%	47
2018 Q4	$529K	Sell	7,095 -153	-2%	-$11.4K	0.29%	47
2018 Q3	$585K	Buy	7,248 +555	+8%	+$44.8K	0.29%	39
2018 Q2	$545K	Hold	6,693	–	–	0.31%	38
2018 Q1	$505K	Buy	6,693 +2,866	+75%	+$216K	0.3%	40
2017 Q4	$318K	Hold	3,827	–	–	0.2%	51
2017 Q3	$318K	Buy	+3,827	New	+$318K	0.22%	50
2017 Q1	$341K	Hold	4,125	–	–	0.29%	44
2016 Q4	$343K	Buy	+4,125	New	+$343K	0.32%	43