KLI
Kelman-Lazarov Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Sell |
242,904
-1,612
| -0.7% | -$127K | 3.1% | 14 |
|
|
2025
Q1 | $19.1M | Buy |
244,516
+7,883
| +3% | +$617K | 3.47% | 11 |
|
|
2024
Q4 | $18.3M | Buy |
236,633
+2,210
| +0.9% | +$171K | 3.29% | 10 |
|
|
2024
Q3 | $18.4M | Buy |
234,423
+6,779
| +3% | +$533K | 3.17% | 11 |
|
|
2024
Q2 | $17.5M | Buy |
227,644
+22,012
| +11% | +$1.69M | 3.26% | 10 |
|
|
2024
Q1 | $15.8M | Buy |
205,632
+13,249
| +7% | +$1.02M | 3.08% | 10 |
|
|
2023
Q4 | $14.8M | Buy |
192,383
+12,021
| +7% | +$926K | 3.21% | 9 |
|
|
2023
Q3 | $13.6M | Buy |
180,362
+7,567
| +4% | +$569K | 3.21% | 11 |
|
|
2023
Q2 | $13.1M | Buy |
172,795
+9,776
| +6% | +$739K | 3.14% | 10 |
|
|
2023
Q1 | $12.5M | Sell |
163,019
-424
| -0.3% | -$32.4K | 3.24% | 10 |
|
|
2022
Q4 | $12.3M | Buy |
163,443
+17,791
| +12% | +$1.34M | 3.46% | 9 |
|
|
2022
Q3 | $10.9M | Sell |
145,652
-8,130
| -5% | -$608K | 3.71% | 9 |
|
|
2022
Q2 | $11.8M | Buy |
+153,782
| New | +$11.8M | 3.99% | 8 |
|
|
2021
Q4 | – | Sell |
-2,469
| Closed | -$202K | – | 85 |
|
|
2021
Q3 | $202K | Sell |
2,469
-375
| -13% | -$30.7K | 0.07% | 81 |
|
|
2021
Q2 | $234K | Sell |
2,844
-1,591
| -36% | -$131K | 0.08% | 76 |
|
|
2021
Q1 | $365K | Hold |
4,435
| – | – | 0.13% | 56 |
|
|
2020
Q4 | $368K | Sell |
4,435
-625
| -12% | -$51.9K | 0.14% | 53 |
|
|
2020
Q3 | $420K | Buy |
5,060
+31
| +0.6% | +$2.57K | 0.19% | 44 |
|
|
2020
Q2 | $418K | Buy |
5,029
+640
| +15% | +$53.2K | 0.19% | 45 |
|
|
2020
Q1 | $361K | Sell |
4,389
-802
| -15% | -$66K | 0.19% | 50 |
|
|
2019
Q4 | $418K | Sell |
5,191
-1,037
| -17% | -$83.5K | 0.19% | 62 |
|
|
2019
Q3 | $503K | Sell |
6,228
-625
| -9% | -$50.5K | 0.25% | 53 |
|
|
2019
Q2 | $552K | Buy |
6,853
+51
| +0.7% | +$4.11K | 0.28% | 53 |
|
|
2019
Q1 | $541K | Sell |
6,802
-865
| -11% | -$68.8K | 0.29% | 59 |
|
|
2018
Q4 | $602K | Sell |
7,667
-408
| -5% | -$32K | 0.37% | 56 |
|
|
2018
Q3 | $630K | Hold |
8,075
| – | – | 0.37% | 59 |
|
|
2018
Q2 | $632K | Sell |
8,075
-800
| -9% | -$62.6K | 0.34% | 68 |
|
|
2018
Q1 | $696K | Buy |
8,875
+2,000
| +29% | +$157K | 0.37% | 65 |
|
|
2017
Q4 | $544K | Buy |
6,875
+2,500
| +57% | +$198K | 0.28% | 80 |
|
|
2017
Q3 | $349K | Hold |
4,375
| – | – | 0.18% | 92 |
|
|
2017
Q2 | $349K | Buy |
+4,375
| New | +$349K | 0.19% | 93 |
|
|
2017
Q1 | – | Sell |
-625
| Closed | -$49.7K | – | 122 |
|
|
2016
Q4 | $49.7K | Hold |
625
| – | – | 0.03% | 161 |
|
|
2016
Q3 | $50.4K | Buy |
+625
| New | +$50.4K | 0.03% | 175 |
|