Kohmann Bosshard Financial Services, LLC Vanguard Dividend Appreciation Transaction History

Kohmann Bosshard Financial Services, LLC

$931 Million
Q3 2025

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 168,762 shares of VIG stock, worth $30.7 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares

168,762

Previous 190,134 11.24%

Holding current value

$30.7 Million

Previous $34.6 Million 11.24%

% of portfolio

3.3%

Previous 3.9%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	N/A	-21,372 Reduced 11.24%	168,762 $30.7 Million
Q2 2025 Aug 12, 2025	BUY	N/A	58 Added 0.03%	190,134 $34.6 Million
Q1 2025 May 12, 2025	BUY	N/A	775 Added 0.41%	190,076 $34.6 Million
Q4 2024 Feb 05, 2025	SELL	N/A	-6,431 Reduced 3.29%	189,301 $34.5 Million
Q3 2024 Oct 17, 2024	SELL	$182.15 - $182.15 $641,350 - $641,350	-3,521 Reduced 1.77%	195,732 $35.7 Million

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

2,655

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

View Full List

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Kohmann Bosshard Financial Services, LLC Vanguard Dividend Appreciation Transaction History