Kohmann Bosshard Financial Services’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$267K	Hold	1,219	–	–	0.02%	186
2026 Q1	$248K	Hold	1,219	–	–	0.02%	175
2025 Q4	$250K	Hold	1,219	–	–	0.02%	245
2025 Q3	$243K	Hold	1,219	–	–	0.02%	197
2025 Q2	$230K	Hold	1,219	–	–	0.03%	175
2025 Q1	$225K	Hold	1,219	–	–	0.03%	200
2024 Q4	$225K	Hold	1,219	–	–	0.03%	178
2024 Q3	$232K	Hold	1,219	–	–	0.03%	181
2024 Q2	$214K	Hold	1,219	–	–	0.03%	182
2024 Q1	$220K	Hold	1,219	–	–	0.03%	184
2023 Q4	$205K	Buy	+1,219	New	+$189K	0.03%	186

Other funds holding VOOV

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return