Kohmann Bosshard Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Buy |
17,596
+962
| +6% | +$292K | 0.6% | 27 |
|
|
2025
Q1 | $4.57M | Buy |
16,634
+296
| +2% | +$81.4K | 0.54% | 27 |
|
|
2024
Q4 | $4.73M | Sell |
16,338
-90
| -0.5% | -$26.1K | 0.57% | 28 |
|
|
2024
Q3 | $4.65M | Sell |
16,428
-28
| -0.2% | -$7.93K | 0.58% | 29 |
|
|
2024
Q2 | $4.4M | Sell |
16,456
-130
| -0.8% | -$34.8K | 0.59% | 29 |
|
|
2024
Q1 | $4.31M | Sell |
16,586
-302
| -2% | -$78.5K | 0.6% | 35 |
|
|
2023
Q4 | $4.01M | Sell |
16,888
-1,926
| -10% | -$457K | 0.61% | 34 |
|
|
2023
Q3 | $4M | Buy |
18,814
+1,721
| +10% | +$366K | 0.69% | 34 |
|
|
2023
Q2 | $3.77M | Buy |
17,093
+1,029
| +6% | +$227K | 0.65% | 34 |
|
|
2023
Q1 | $3.28M | Buy |
16,064
+34
| +0.2% | +$6.94K | 0.62% | 34 |
|
|
2022
Q4 | $3.06M | Buy |
16,030
+512
| +3% | +$97.9K | 0.61% | 34 |
|
|
2022
Q3 | $2.79M | Buy |
15,518
+450
| +3% | +$80.8K | 0.62% | 35 |
|
|
2022
Q2 | $2.84M | Buy |
15,068
+150
| +1% | +$28.3K | 0.63% | 36 |
|
|
2022
Q1 | $3.4M | Buy |
14,918
+2
| +0% | +$455 | 0.67% | 35 |
|
|
2021
Q4 | $3.6M | Buy |
14,916
+3
| +0% | +$724 | 0.72% | 32 |
|
|
2021
Q3 | $3.31M | Sell |
14,913
-9
| -0.1% | -$2K | 0.73% | 30 |
|
|
2021
Q2 | $3.33M | Sell |
14,922
-227
| -1% | -$50.6K | 0.76% | 29 |
|
|
2021
Q1 | $3.13M | Sell |
15,149
-965
| -6% | -$199K | 0.84% | 25 |
|
|
2020
Q4 | $3.14M | Sell |
16,114
-53
| -0.3% | -$10.3K | 0.98% | 24 |
|
|
2020
Q3 | $2.75M | Sell |
16,167
-4,833
| -23% | -$823K | 1% | 24 |
|
|
2020
Q2 | $3.29M | Sell |
21,000
-160
| -0.8% | -$25.1K | 1.22% | 21 |
|
|
2020
Q1 | $2.73M | Hold |
21,160
| – | – | 1.2% | 23 |
|
|
2019
Q4 | $3.46M | Sell |
21,160
-157
| -0.7% | -$25.7K | 1.28% | 22 |
|
|
2019
Q3 | $3.22M | Hold |
21,317
| – | – | 1.26% | 20 |
|
|
2019
Q2 | $3.2M | Buy |
21,317
+2,245
| +12% | +$337K | 1.34% | 20 |
|
|
2019
Q1 | $2.76M | Sell |
19,072
-629
| -3% | -$91K | 1.3% | 22 |
|
|
2018
Q4 | $2.51M | Sell |
19,701
-160
| -0.8% | -$20.4K | 1.36% | 22 |
|
|
2018
Q3 | $2.97M | Buy |
19,861
+6,555
| +49% | +$981K | 1.47% | 21 |
|
|
2018
Q2 | $1.87M | Hold |
13,306
| – | – | 1.05% | 21 |
|
|
2018
Q1 | $1.81M | Hold |
13,306
| – | – | 1.08% | 21 |
|
|
2017
Q4 | $1.83M | Sell |
13,306
-521
| -4% | -$71.5K | 1.17% | 21 |
|
|
2017
Q3 | $1.79M | Buy |
+13,827
| New | +$1.79M | 1.26% | 18 |
|
|
2017
Q1 | $1.71M | Buy |
14,079
+920
| +7% | +$112K | 1.45% | 19 |
|
|
2016
Q4 | $1.56M | Buy |
+13,159
| New | +$1.56M | 1.45% | 20 |
|