Kohmann Bosshard Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
32,314
+137
| +0.4% | +$77.8K | 2.05% | 15 |
|
|
2025
Q1 | $17M | Buy |
32,177
+4,639
| +17% | +$2.45M | 2.01% | 15 |
|
|
2024
Q4 | $14.8M | Buy |
27,538
+2,263
| +9% | +$1.22M | 1.78% | 16 |
|
|
2024
Q3 | $13.3M | Buy |
25,275
+808
| +3% | +$426K | 1.66% | 17 |
|
|
2024
Q2 | $12.2M | Buy |
24,467
+613
| +3% | +$307K | 1.65% | 17 |
|
|
2024
Q1 | $11.5M | Sell |
23,854
-26
| -0.1% | -$12.5K | 1.6% | 22 |
|
|
2023
Q4 | $10.4M | Buy |
23,880
+12,917
| +118% | +$5.64M | 1.59% | 23 |
|
|
2023
Q3 | $4.31M | Buy |
10,963
+498
| +5% | +$196K | 0.74% | 33 |
|
|
2023
Q2 | $4.26M | Buy |
10,465
+487
| +5% | +$198K | 0.73% | 33 |
|
|
2023
Q1 | $3.75M | Buy |
9,978
+95
| +1% | +$35.7K | 0.7% | 33 |
|
|
2022
Q4 | $3.47M | Buy |
9,883
+380
| +4% | +$134K | 0.69% | 33 |
|
|
2022
Q3 | $3.12M | Buy |
9,503
+1,778
| +23% | +$584K | 0.69% | 33 |
|
|
2022
Q2 | $2.68M | Buy |
7,725
+1,108
| +17% | +$384K | 0.59% | 38 |
|
|
2022
Q1 | $2.75M | Sell |
6,617
-31
| -0.5% | -$12.9K | 0.54% | 37 |
|
|
2021
Q4 | $2.9M | Buy |
6,648
+49
| +0.7% | +$21.4K | 0.58% | 35 |
|
|
2021
Q3 | $2.6M | Buy |
6,599
+3,075
| +87% | +$1.21M | 0.57% | 34 |
|
|
2021
Q2 | $1.39M | Hold |
3,524
| – | – | 0.32% | 45 |
|
|
2021
Q1 | $1.28M | Buy |
3,524
+188
| +6% | +$68.5K | 0.35% | 43 |
|
|
2020
Q4 | $1.15M | Buy |
3,336
+1,437
| +76% | +$494K | 0.36% | 44 |
|
|
2020
Q3 | $584K | Hold |
1,899
| – | – | 0.21% | 54 |
|
|
2020
Q2 | $539K | Hold |
1,899
| – | – | 0.2% | 57 |
|
|
2020
Q1 | $450K | Buy |
+1,899
| New | +$450K | 0.2% | 57 |
|