Number of Shares
190,076.00
Current Holdings Value*
$36.76 Mil
% of Portfolio
4.41%
Total Estimate Gain
$17.59 Mil
% of Total Estimate Gain
57.81%

Kohmann Bosshard Financial Services, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Kohmann Bosshard Financial Services, LLC held 190,076.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $36.76 Mil. This investment constitutes 4.41% of their stock portfolio, and Kohmann Bosshard Financial Services, LLC now holds 0.04% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q2. And since then Kohmann Bosshard Financial Services, LLC has made 21 purchases of VIG, at an average price of $126.59, for a total of 240,317.00 shares. In addition, there have been 7 sales at an average price of $170.17 for 50,241.00 shares. Based on historical transaction data and VIG's current price of $207.59, Kohmann Bosshard Financial Services, LLC's estimated gain on his VIG holdings is $17.59 Mil, reflecting a 57.81% gain to date.

Kohmann Bosshard Financial Services, LLC VIG ($207.59) Holding Chart

Kohmann Bosshard Financial Services, LLC VIG ($207.59) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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