Kohmann Bosshard Financial Services, LLC Vanguard Dividend Appreciation Transaction History

Kohmann Bosshard Financial Services, LLC

  • $742 Million
  • Q2 2024

A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 199,253 shares of VIG stock, worth $36.3 Million. This represents 4.9% of its overall portfolio holdings.

Number of Shares
199,253
Previous 223,578 10.88%
Holding current value
$36.3 Million
Previous $40.8 Million 10.91%
% of portfolio
4.9%
Previous 5.69%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
SELL
$173.33 - $185.29 $4.22 Million - $4.51 Million
-24,325 Reduced 10.88%
199,253 $36.4 Million
Q1 2024

Apr 16, 2024
SELL
$168.47 - $182.98 $772,266 - $838,780
-4,584 Reduced 2.01%
223,578 $40.8 Million
Q4 2023

Jan 08, 2024
SELL
$150.16 - $171.16 $12,313 - $14,035
-82 Reduced 0.04%
228,162 $38.9 Million
Q3 2023

Oct 12, 2023
BUY
$155.38 - $166.95 $2.4 Million - $2.58 Million
15,431 Added 7.25%
228,244 $35.5 Million
Q2 2023

Aug 14, 2023
BUY
$152.74 - $162.43 $522,981 - $556,160
3,424 Added 1.64%
212,813 $34.6 Million
Q1 2023

Apr 28, 2023
BUY
$147.24 - $158.33 $540,370 - $581,071
3,670 Added 1.78%
209,389 $32.2 Million
Q4 2022

Jan 26, 2023
BUY
$144.84 - $158.71 $212,914 - $233,303
1,470 Added 0.72%
205,719 $0
Q3 2022

Oct 13, 2022
BUY
N/A
10,396 Added 5.36%
204,249 $27.6 Million
Q2 2022

Jul 08, 2022
BUY
N/A
4,161 Added 2.19%
193,853 $27.8 Million
Q1 2022

Apr 12, 2022
BUY
N/A
7,010 Added 3.84%
189,692 $30.8 Million
Q4 2021

Jan 12, 2022
BUY
N/A
4,472 Added 2.51%
182,682 $31.3 Million
Q3 2021

Oct 12, 2021
BUY
N/A
5,258 Added 3.04%
178,210 $27.4 Million
Q2 2021

Jul 13, 2021
BUY
N/A
21,475 Added 14.18%
172,952 $26.8 Million
Q1 2021

May 04, 2021
BUY
N/A
27,308 Added 21.99%
151,477 $22.3 Million
Q4 2020

Jan 21, 2021
BUY
N/A
4,419 Added 3.69%
124,169 $18 Million
Q3 2020

Jan 21, 2021
SELL
N/A
-121,502 Reduced 50.36%
119,750 $15.4 Million
Q3 2020

Jan 07, 2021
BUY
N/A
111,233 Added 85.55%
241,252 $31 Million
Q2 2020

Aug 14, 2020
BUY
N/A
15,342 Added 13.38%
130,019 $15.2 Million
Q1 2020

Apr 07, 2020
BUY
N/A
5,076 Added 4.63%
114,677 $11.9 Million
Q4 2019

Jan 09, 2020
BUY
N/A
1,411 Added 1.3%
109,601 $13.7 Million
Q3 2019

Oct 09, 2019
BUY
N/A
2,052 Added 1.93%
108,190 $12.9 Million
Q2 2019

Jul 10, 2019
BUY
N/A
7,457 Added 7.56%
106,138 $12.2 Million
Q1 2019

Apr 02, 2019
BUY
N/A
2,234 Added 2.32%
98,681 $10.8 Million
Q4 2018

Jan 15, 2019
SELL
N/A
-1,029 Reduced 1.06%
96,447 $9.45 Million
Q3 2018

Oct 04, 2018
BUY
N/A
10,718 Added 12.35%
97,476 $10.8 Million
Q2 2018

Jul 11, 2018
BUY
N/A
1,065 Added 1.24%
86,758 $8.82 Million
Q1 2018

Jun 20, 2018
BUY
N/A
2,687 Added 3.24%
85,693 $8.66 Million
Q4 2017

Jan 22, 2018
SELL
N/A
-7,722 Reduced 8.51%
83,006 $8.47 Million
Q3 2017

Oct 24, 2017
BUY
N/A
90,728
90,728 $8.6 Million

Others Institutions Holding VIG

# of Institutions
2,188
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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