Kohmann Bosshard Financial Services’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
6,433
+206
| +3% | +$36.4K | 0.13% | 72 |
|
|
2025
Q1 | $1.08M | Sell |
6,227
-375
| -6% | -$64.8K | 0.13% | 78 |
|
|
2024
Q4 | $1.12M | Buy |
6,602
+1,721
| +35% | +$291K | 0.13% | 73 |
|
|
2024
Q3 | $852K | Hold |
4,881
| – | – | 0.11% | 85 |
|
|
2024
Q2 | $783K | Buy |
4,881
+64
| +1% | +$10.3K | 0.11% | 85 |
|
|
2024
Q1 | $785K | Hold |
4,817
| – | – | 0.11% | 87 |
|
|
2023
Q4 | $720K | Hold |
4,817
| – | – | 0.11% | 88 |
|
|
2023
Q3 | $664K | Buy |
4,817
+1,643
| +52% | +$227K | 0.11% | 81 |
|
|
2023
Q2 | $451K | Buy |
+3,174
| New | +$451K | 0.08% | 103 |
|
|
2020
Q4 | – | Sell |
-3,664
| Closed | -$383K | – | 107 |
|
|
2020
Q3 | $383K | Buy |
3,664
+1
| +0% | +$105 | 0.14% | 66 |
|
|
2020
Q2 | $365K | Buy |
+3,663
| New | +$365K | 0.14% | 66 |
|