Kohmann Bosshard Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Hold |
6,776
| – | – | 0.21% | 49 |
|
|
2025
Q1 | $1.75M | Hold |
6,776
| – | – | 0.21% | 55 |
|
|
2024
Q4 | $1.79M | Hold |
6,776
| – | – | 0.21% | 52 |
|
|
2024
Q3 | $1.79M | Sell |
6,776
-400
| -6% | -$106K | 0.22% | 55 |
|
|
2024
Q2 | $1.74M | Sell |
7,176
-903
| -11% | -$219K | 0.23% | 56 |
|
|
2024
Q1 | $2.02M | Sell |
8,079
-39
| -0.5% | -$9.75K | 0.28% | 52 |
|
|
2023
Q4 | $1.89M | Sell |
8,118
-787
| -9% | -$183K | 0.29% | 55 |
|
|
2023
Q3 | $1.85M | Buy |
8,905
+1,720
| +24% | +$358K | 0.32% | 47 |
|
|
2023
Q2 | $1.58M | Sell |
7,185
-948
| -12% | -$209K | 0.27% | 56 |
|
|
2023
Q1 | $1.72M | Buy |
8,133
+289
| +4% | +$61K | 0.32% | 52 |
|
|
2022
Q4 | $1.6M | Buy |
7,844
+3,677
| +88% | +$749K | 0.32% | 53 |
|
|
2022
Q3 | $783K | Sell |
4,167
-2,495
| -37% | -$469K | 0.17% | 66 |
|
|
2022
Q2 | $1.31M | Buy |
6,662
+2,306
| +53% | +$454K | 0.29% | 49 |
|
|
2022
Q1 | $1.04M | Buy |
4,356
+2,218
| +104% | +$528K | 0.2% | 55 |
|
|
2021
Q4 | $545K | Hold |
2,138
| – | – | 0.11% | 68 |
|
|
2021
Q3 | $506K | Buy |
2,138
+164
| +8% | +$38.8K | 0.11% | 66 |
|
|
2021
Q2 | $469K | Hold |
1,974
| – | – | 0.11% | 70 |
|
|
2021
Q1 | $437K | Hold |
1,974
| – | – | 0.12% | 70 |
|
|
2020
Q4 | $408K | Buy |
1,974
+283
| +17% | +$58.5K | 0.13% | 67 |
|
|
2020
Q3 | $298K | Sell |
1,691
-243
| -13% | -$42.8K | 0.11% | 76 |
|
|
2020
Q2 | $318K | Sell |
1,934
-75
| -4% | -$12.3K | 0.12% | 73 |
|
|
2020
Q1 | $264K | Buy |
2,009
+1,244
| +163% | +$163K | 0.12% | 69 |
|
|
2019
Q4 | $136K | Hold |
765
| – | – | 0.05% | 96 |
|
|
2019
Q3 | $128K | Hold |
765
| – | – | 0.05% | 97 |
|
|
2019
Q2 | $128K | Hold |
765
| – | – | 0.05% | 100 |
|
|
2019
Q1 | $123K | Hold |
765
| – | – | 0.06% | 93 |
|
|
2018
Q4 | $106K | Hold |
765
| – | – | 0.06% | 96 |
|
|
2018
Q3 | $126K | Hold |
765
| – | – | 0.06% | 84 |
|
|
2018
Q2 | $121K | Hold |
765
| – | – | 0.07% | 82 |
|
|
2018
Q1 | $118K | Hold |
765
| – | – | 0.07% | 80 |
|
|
2017
Q4 | $118K | Hold |
765
| – | – | 0.08% | 79 |
|
|
2017
Q3 | $112K | Buy |
+765
| New | +$112K | 0.08% | 78 |
|
|
2017
Q1 | $108K | Buy |
+775
| New | +$108K | 0.09% | 78 |
|