KLI
Kelman-Lazarov Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Sell |
43,053
-1,805
| -4% | -$140K | 0.54% | 29 |
|
|
2025
Q1 | $3.43M | Buy |
44,858
+1,715
| +4% | +$131K | 0.62% | 25 |
|
|
2024
Q4 | $3.22M | Sell |
43,143
-2,006
| -4% | -$150K | 0.58% | 29 |
|
|
2024
Q3 | $3.54M | Buy |
45,149
+6,270
| +16% | +$491K | 0.61% | 28 |
|
|
2024
Q2 | $2.91M | Sell |
38,879
-14,956
| -28% | -$1.12M | 0.54% | 29 |
|
|
2024
Q1 | $4.06M | Sell |
53,835
-3,747
| -7% | -$283K | 0.79% | 24 |
|
|
2023
Q4 | $4.4M | Sell |
57,582
-16,357
| -22% | -$1.25M | 0.95% | 21 |
|
|
2023
Q3 | $5.35M | Sell |
73,939
-8,421
| -10% | -$609K | 1.26% | 19 |
|
|
2023
Q2 | $6.2M | Sell |
82,360
-7,946
| -9% | -$598K | 1.49% | 15 |
|
|
2023
Q1 | $6.93M | Buy |
90,306
+7,750
| +9% | +$595K | 1.8% | 15 |
|
|
2022
Q4 | $6.14M | Sell |
82,556
-74,384
| -47% | -$5.53M | 1.73% | 15 |
|
|
2022
Q3 | $11.5M | Sell |
156,940
-105,003
| -40% | -$7.72M | 3.92% | 8 |
|
|
2022
Q2 | $20.3M | Buy |
+261,943
| New | +$20.3M | 6.87% | 6 |
|