Kohmann Bosshard Financial Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16M | Buy |
323,109
+8,049
| +3% | +$398K | 1.78% | 17 |
|
2025
Q1 | $14.3M | Buy |
315,060
+7,734
| +3% | +$350K | 1.68% | 18 |
|
2024
Q4 | $13.5M | Buy |
307,326
+16,158
| +6% | +$712K | 1.62% | 17 |
|
2024
Q3 | $13.9M | Buy |
291,168
+2,553
| +0.9% | +$122K | 1.73% | 16 |
|
2024
Q2 | $12.6M | Sell |
288,615
-685
| -0.2% | -$30K | 1.7% | 16 |
|
2024
Q1 | $12.1M | Buy |
289,300
+7,875
| +3% | +$329K | 1.68% | 19 |
|
2023
Q4 | $11.6M | Buy |
281,425
+6,144
| +2% | +$253K | 1.76% | 19 |
|
2023
Q3 | $10.8M | Buy |
275,281
+57,888
| +27% | +$2.27M | 1.86% | 19 |
|
2023
Q2 | $8.84M | Buy |
217,393
+17,695
| +9% | +$720K | 1.52% | 22 |
|
2023
Q1 | $8.1M | Buy |
199,698
+8,398
| +4% | +$340K | 1.52% | 23 |
|
2022
Q4 | $7.46M | Sell |
191,300
-19,059
| -9% | -$743K | 1.49% | 22 |
|
2022
Q3 | $7.68M | Buy |
210,359
+49,735
| +31% | +$1.81M | 1.7% | 21 |
|
2022
Q2 | $6.69M | Buy |
160,624
+149,395
| +1,330% | +$6.22M | 1.48% | 23 |
|
2022
Q1 | $518K | Buy |
11,229
+816
| +8% | +$37.6K | 0.1% | 76 |
|
2021
Q4 | $515K | Sell |
10,413
-129
| -1% | -$6.38K | 0.1% | 70 |
|
2021
Q3 | $527K | Buy |
10,542
+397
| +4% | +$19.8K | 0.12% | 64 |
|
2021
Q2 | $551K | Buy |
10,145
+129
| +1% | +$7.01K | 0.13% | 63 |
|
2021
Q1 | $521K | Sell |
10,016
-1,677
| -14% | -$87.2K | 0.14% | 63 |
|
2020
Q4 | $586K | Buy |
11,693
+2,110
| +22% | +$106K | 0.18% | 59 |
|
2020
Q3 | $414K | Sell |
9,583
-4,188
| -30% | -$181K | 0.15% | 62 |
|
2020
Q2 | $546K | Buy |
13,771
+1,831
| +15% | +$72.6K | 0.2% | 56 |
|
2020
Q1 | $401K | Sell |
11,940
-4,434
| -27% | -$149K | 0.18% | 59 |
|
2019
Q4 | $728K | Buy |
16,374
+490
| +3% | +$21.8K | 0.27% | 43 |
|
2019
Q3 | $639K | Hold |
15,884
| – | – | 0.25% | 47 |
|
2019
Q2 | $676K | Sell |
15,884
-512
| -3% | -$21.8K | 0.28% | 44 |
|
2019
Q1 | $697K | Sell |
16,396
-2,253
| -12% | -$95.8K | 0.33% | 43 |
|
2018
Q4 | $711K | Hold |
18,649
| – | – | 0.39% | 42 |
|
2018
Q3 | $765K | Buy |
18,649
+4,482
| +32% | +$184K | 0.38% | 35 |
|
2018
Q2 | $598K | Hold |
14,167
| – | – | 0.34% | 37 |
|
2018
Q1 | $666K | Hold |
14,167
| – | – | 0.4% | 34 |
|
2017
Q4 | $650K | Hold |
14,167
| – | – | 0.42% | 38 |
|
2017
Q3 | $617K | Buy |
+14,167
| New | +$617K | 0.43% | 38 |
|
2017
Q1 | $596K | Sell |
15,006
-1,194
| -7% | -$47.4K | 0.51% | 37 |
|
2016
Q4 | $615K | Buy |
+16,200
| New | +$615K | 0.57% | 36 |
|