Kohmann Bosshard Financial Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Sell |
30,524
-606
| -2% | -$99.7K | 0.56% | 28 |
|
|
2025
Q1 | $4.98M | Sell |
31,130
-7,796
| -20% | -$1.25M | 0.59% | 25 |
|
|
2024
Q4 | $6.3M | Sell |
38,926
-7,277
| -16% | -$1.18M | 0.76% | 24 |
|
|
2024
Q3 | $7.75M | Sell |
46,203
-817
| -2% | -$137K | 0.96% | 24 |
|
|
2024
Q2 | $7.07M | Sell |
47,020
-21,634
| -32% | -$3.25M | 0.95% | 25 |
|
|
2024
Q1 | $10.7M | Sell |
68,654
-7,045
| -9% | -$1.1M | 1.49% | 24 |
|
|
2023
Q4 | $11M | Sell |
75,699
-731
| -1% | -$106K | 1.67% | 21 |
|
|
2023
Q3 | $10M | Buy |
76,430
+4,159
| +6% | +$545K | 1.72% | 21 |
|
|
2023
Q2 | $10M | Buy |
72,271
+6,309
| +10% | +$873K | 1.72% | 20 |
|
|
2023
Q1 | $8.88M | Buy |
65,962
+5,348
| +9% | +$720K | 1.67% | 20 |
|
|
2022
Q4 | $8.2M | Buy |
+60,614
| New | +$8.2M | 1.63% | 20 |
|