Kelman-Lazarov Inc’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
17,448
+1,050
+6% +$83.5K 0.22% 48
2025
Q1
$1.29M Sell
16,398
-373
-2% -$29.4K 0.24% 43
2024
Q4
$1.31M Sell
16,771
-1,083
-6% -$84.5K 0.24% 45
2024
Q3
$1.42M Buy
17,854
+588
+3% +$46.7K 0.24% 44
2024
Q2
$1.33M Sell
17,266
-1,172
-6% -$90.6K 0.25% 44
2024
Q1
$1.43M Buy
18,438
+367
+2% +$28.4K 0.28% 43
2023
Q4
$1.4M Buy
18,071
+39
+0.2% +$3.02K 0.3% 41
2023
Q3
$1.36M Sell
18,032
-9,483
-34% -$713K 0.32% 40
2023
Q2
$2.08M Sell
27,515
-2,472
-8% -$187K 0.5% 28
2023
Q1
$2.29M Sell
29,987
-3,862
-11% -$294K 0.59% 26
2022
Q4
$2.55M Buy
33,849
+22,168
+190% +$1.67M 0.72% 22
2022
Q3
$868K Buy
11,681
+8,365
+252% +$622K 0.3% 34
2022
Q2
$253K Buy
+3,316
New +$253K 0.09% 75