Kohmann Bosshard Financial Services’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Sell |
30,578
-468
| -2% | -$62.9K | 0.46% | 30 |
|
|
2025
Q1 | $3.59M | Sell |
31,046
-19,909
| -39% | -$2.3M | 0.42% | 30 |
|
|
2024
Q4 | $5.83M | Sell |
50,955
-15,177
| -23% | -$1.74M | 0.7% | 25 |
|
|
2024
Q3 | $8.33M | Sell |
66,132
-1,712
| -3% | -$216K | 1.03% | 22 |
|
|
2024
Q2 | $7.97M | Sell |
67,844
-30,311
| -31% | -$3.56M | 1.07% | 23 |
|
|
2024
Q1 | $11.5M | Sell |
98,155
-7,485
| -7% | -$875K | 1.6% | 21 |
|
|
2023
Q4 | $12.2M | Sell |
105,640
-1,519
| -1% | -$175K | 1.85% | 18 |
|
|
2023
Q3 | $11.4M | Buy |
107,159
+7,239
| +7% | +$769K | 1.96% | 17 |
|
|
2023
Q2 | $11M | Buy |
99,920
+247
| +0.2% | +$27.3K | 1.9% | 18 |
|
|
2023
Q1 | $10.9M | Buy |
99,673
+1,647
| +2% | +$180K | 2.05% | 17 |
|
|
2022
Q4 | $10.1M | Buy |
98,026
+10,666
| +12% | +$1.1M | 2.01% | 17 |
|
|
2022
Q3 | $8.11M | Buy |
87,360
+6,701
| +8% | +$622K | 1.8% | 19 |
|
|
2022
Q2 | $8.33M | Buy |
80,659
+41,201
| +104% | +$4.25M | 1.84% | 20 |
|
|
2022
Q1 | $4.89M | Buy |
39,458
+23,909
| +154% | +$2.96M | 0.96% | 26 |
|
|
2021
Q4 | $2.08M | Buy |
15,549
+1,635
| +12% | +$219K | 0.42% | 38 |
|
|
2021
Q3 | $1.86M | Sell |
13,914
-292
| -2% | -$39K | 0.41% | 38 |
|
|
2021
Q2 | $1.94M | Hold |
14,206
| – | – | 0.45% | 38 |
|
|
2021
Q1 | $1.82M | Sell |
14,206
-137
| -1% | -$17.6K | 0.49% | 36 |
|
|
2020
Q4 | $1.75M | Buy |
14,343
+56
| +0.4% | +$6.83K | 0.54% | 35 |
|
|
2020
Q3 | $1.5M | Sell |
14,287
-467
| -3% | -$49.2K | 0.54% | 35 |
|
|
2020
Q2 | $1.43M | Sell |
14,754
-256
| -2% | -$24.7K | 0.53% | 36 |
|
|
2020
Q1 | $1.18M | Buy |
15,010
+5,075
| +51% | +$397K | 0.52% | 35 |
|
|
2019
Q4 | $1.1M | Sell |
9,935
-18
| -0.2% | -$2K | 0.41% | 34 |
|
|
2019
Q3 | $1.02M | Buy |
9,953
+194
| +2% | +$19.8K | 0.4% | 34 |
|
|
2019
Q2 | $1.03M | Sell |
9,759
-378
| -4% | -$39.8K | 0.43% | 35 |
|
|
2019
Q1 | $1.06M | Hold |
10,137
| – | – | 0.5% | 33 |
|
|
2018
Q4 | $960K | Buy |
10,137
+5,876
| +138% | +$556K | 0.52% | 35 |
|
|
2018
Q3 | $478K | Buy |
4,261
+806
| +23% | +$90.4K | 0.24% | 45 |
|
|
2018
Q2 | $399K | Sell |
3,455
-530
| -13% | -$61.2K | 0.23% | 43 |
|
|
2018
Q1 | $475K | Sell |
3,985
-19
| -0.5% | -$2.27K | 0.28% | 43 |
|
|
2017
Q4 | $477K | Hold |
4,004
| – | – | 0.31% | 45 |
|
|
2017
Q3 | $460K | Buy |
+4,004
| New | +$460K | 0.32% | 44 |
|
|
2017
Q1 | $523K | Sell |
5,095
-59
| -1% | -$6.06K | 0.45% | 38 |
|
|
2016
Q4 | $509K | Buy |
+5,154
| New | +$509K | 0.47% | 38 |
|