Number of Shares
234,302.00
Current Holdings Value*
$21.22 Mil
% of Portfolio
2.54%
Total Estimate Gain
$90,430.19
% of Total Estimate Gain
0.41%

Kohmann Bosshard Financial Services, LLC's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-03-31, Kohmann Bosshard Financial Services, LLC held 234,302.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $21.22 Mil. This investment constitutes 2.54% of their stock portfolio, and Kohmann Bosshard Financial Services, LLC now holds 0.06% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2018Q2. And since then Kohmann Bosshard Financial Services, LLC has made 20 purchases of VNQ, at an average price of $88.87, for a total of 249,147.00 shares. In addition, there have been 5 sales at an average price of $80.94 for 14,845.00 shares. Based on historical transaction data and VNQ's current price of $89.76, Kohmann Bosshard Financial Services, LLC's estimated gain on his VNQ holdings is $90,430.19, reflecting a 0.41% gain to date.

Kohmann Bosshard Financial Services, LLC VNQ ($89.76) Holding Chart

Kohmann Bosshard Financial Services, LLC VNQ ($89.76) 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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