Kelman-Lazarov Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.33M Sell
2025
Q1
$3.43M Buy
2024
Q4
$3.22M Sell
2024
Q3
$3.54M Buy
2024
Q2
$2.91M Sell
2024
Q1
$4.06M Sell
2023
Q4
$4.4M Sell
2023
Q3
$5.35M Sell
2023
Q2
$6.2M Sell
2023
Q1
$6.93M Buy
2022
Q4
$6.14M Sell
2022
Q3
$11.5M Sell
2022
Q2
$20.3M Buy