Kohmann Bosshard Financial Services’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
48,991
+1,070
| +2% | +$469K | 2.4% | 12 |
|
|
2025
Q1 | $17.8M | Sell |
47,921
-136
| -0.3% | -$50.4K | 2.1% | 14 |
|
|
2024
Q4 | $19.7M | Sell |
48,057
-2,612
| -5% | -$1.07M | 2.37% | 13 |
|
|
2024
Q3 | $19.5M | Sell |
50,669
-481
| -0.9% | -$185K | 2.42% | 13 |
|
|
2024
Q2 | $19.1M | Sell |
51,150
-1,366
| -3% | -$511K | 2.58% | 9 |
|
|
2024
Q1 | $18.1M | Buy |
52,516
+53
| +0.1% | +$18.2K | 2.52% | 8 |
|
|
2023
Q4 | $16.3M | Buy |
52,463
+151
| +0.3% | +$46.9K | 2.48% | 11 |
|
|
2023
Q3 | $14.2M | Buy |
52,312
+2,086
| +4% | +$568K | 2.45% | 11 |
|
|
2023
Q2 | $14.2M | Sell |
50,226
-3,433
| -6% | -$971K | 2.45% | 12 |
|
|
2023
Q1 | $13.4M | Sell |
53,659
-1,902
| -3% | -$474K | 2.51% | 12 |
|
|
2022
Q4 | $11.8M | Sell |
55,561
-30,394
| -35% | -$6.48M | 2.36% | 14 |
|
|
2022
Q3 | $18.4M | Buy |
85,955
+9,065
| +12% | +$1.94M | 4.08% | 7 |
|
|
2022
Q2 | $17.1M | Buy |
76,890
+7,455
| +11% | +$1.66M | 3.79% | 7 |
|
|
2022
Q1 | $20M | Buy |
69,435
+6,117
| +10% | +$1.76M | 3.92% | 8 |
|
|
2021
Q4 | $20.4M | Sell |
63,318
-3,853
| -6% | -$1.24M | 4.09% | 8 |
|
|
2021
Q3 | $19.5M | Buy |
67,171
+3,103
| +5% | +$900K | 4.27% | 8 |
|
|
2021
Q2 | $18.4M | Buy |
64,068
+6,666
| +12% | +$1.91M | 4.22% | 9 |
|
|
2021
Q1 | $14.8M | Buy |
57,402
+20,249
| +55% | +$5.2M | 3.97% | 8 |
|
|
2020
Q4 | $9.8M | Buy |
37,153
+32,328
| +670% | +$8.53M | 3.05% | 9 |
|
|
2020
Q3 | $1.1M | Buy |
4,825
+2,601
| +117% | +$592K | 0.4% | 42 |
|
|
2020
Q2 | $450K | Buy |
2,224
+1,069
| +93% | +$216K | 0.17% | 62 |
|
|
2020
Q1 | $181K | Hold |
1,155
| – | – | 0.08% | 85 |
|
|
2019
Q4 | $210K | Buy |
1,155
+349
| +43% | +$63.5K | 0.08% | 80 |
|
|
2019
Q3 | $134K | Sell |
806
-10
| -1% | -$1.66K | 0.05% | 93 |
|
|
2019
Q2 | $133K | Hold |
816
| – | – | 0.06% | 96 |
|
|
2019
Q1 | $128K | Sell |
816
-15
| -2% | -$2.35K | 0.06% | 91 |
|
|
2018
Q4 | $112K | Hold |
831
| – | – | 0.06% | 94 |
|
|
2018
Q3 | $134K | Sell |
831
-198
| -19% | -$31.9K | 0.07% | 82 |
|
|
2018
Q2 | $154K | Hold |
1,029
| – | – | 0.09% | 77 |
|
|
2018
Q1 | $146K | Sell |
1,029
-102
| -9% | -$14.5K | 0.09% | 76 |
|
|
2017
Q4 | $159K | Hold |
1,131
| – | – | 0.1% | 71 |
|
|
2017
Q3 | $150K | Buy |
+1,131
| New | +$150K | 0.11% | 71 |
|
|
2017
Q1 | $138K | Buy |
+1,131
| New | +$138K | 0.12% | 73 |
|