KLI
Kelman-Lazarov Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Hold |
7,602
| – | – | 0.25% | 44 |
|
|
2025
Q1 | $1.47M | Buy |
7,602
+463
| +6% | +$89.8K | 0.27% | 40 |
|
|
2024
Q4 | $1.4M | Buy |
7,139
+198
| +3% | +$38.8K | 0.25% | 43 |
|
|
2024
Q3 | $1.37M | Hold |
6,941
| – | – | 0.24% | 46 |
|
|
2024
Q2 | $1.27M | Sell |
6,941
-32
| -0.5% | -$5.84K | 0.24% | 45 |
|
|
2024
Q1 | $1.27M | Hold |
6,973
| – | – | 0.25% | 46 |
|
|
2023
Q4 | $1.19M | Sell |
6,973
-52
| -0.7% | -$8.86K | 0.26% | 45 |
|
|
2023
Q3 | $1.09M | Sell |
7,025
-29
| -0.4% | -$4.51K | 0.26% | 46 |
|
|
2023
Q2 | $1.15M | Sell |
7,054
-99
| -1% | -$16.1K | 0.28% | 44 |
|
|
2023
Q1 | $1.1M | Sell |
7,153
-20
| -0.3% | -$3.08K | 0.29% | 43 |
|
|
2022
Q4 | $1.09M | Sell |
7,173
-530
| -7% | -$80.5K | 0.31% | 41 |
|
|
2022
Q3 | $1.04M | Sell |
7,703
-46
| -0.6% | -$6.22K | 0.35% | 31 |
|
|
2022
Q2 | $1.11M | Sell |
7,749
-611
| -7% | -$87.7K | 0.38% | 29 |
|
|
2022
Q1 | $1.36M | Sell |
8,360
-324
| -4% | -$52.6K | 0.45% | 26 |
|
|
2021
Q4 | $1.49M | Sell |
8,684
-42
| -0.5% | -$7.21K | 0.48% | 26 |
|
|
2021
Q3 | $1.34M | Sell |
8,726
-3
| -0% | -$461 | 0.47% | 26 |
|
|
2021
Q2 | $1.35M | Buy |
8,729
+54
| +0.6% | +$8.36K | 0.47% | 27 |
|
|
2021
Q1 | $1.28M | Sell |
8,675
-512
| -6% | -$75.3K | 0.45% | 29 |
|
|
2020
Q4 | $1.3M | Sell |
9,187
-25
| -0.3% | -$3.53K | 0.5% | 28 |
|
|
2020
Q3 | $1.19M | Sell |
9,212
-87
| -0.9% | -$11.2K | 0.54% | 26 |
|
|
2020
Q2 | $1.09M | Sell |
9,299
-492
| -5% | -$57.7K | 0.51% | 27 |
|
|
2020
Q1 | $1.01M | Sell |
9,791
-817
| -8% | -$84.4K | 0.54% | 28 |
|
|
2019
Q4 | $1.32M | Sell |
10,608
-312
| -3% | -$38.9K | 0.59% | 29 |
|
|
2019
Q3 | $1.31M | Sell |
10,920
-200
| -2% | -$23.9K | 0.64% | 29 |
|
|
2019
Q2 | $1.28M | Sell |
11,120
-346
| -3% | -$39.9K | 0.66% | 30 |
|
|
2019
Q1 | $1.26M | Sell |
11,466
-1,304
| -10% | -$143K | 0.66% | 29 |
|
|
2018
Q4 | $1.25M | Sell |
12,770
-1,037
| -8% | -$102K | 0.78% | 30 |
|
|
2018
Q3 | $1.53M | Sell |
13,807
-1,237
| -8% | -$137K | 0.89% | 29 |
|
|
2018
Q2 | $1.53M | Sell |
15,044
-241
| -2% | -$24.5K | 0.82% | 35 |
|
|
2018
Q1 | $1.55M | Sell |
15,285
-50
| -0.3% | -$5.05K | 0.83% | 34 |
|
|
2017
Q4 | $1.57M | Sell |
15,335
-337
| -2% | -$34.4K | 0.8% | 36 |
|
|
2017
Q3 | $1.49M | Sell |
15,672
-1,412
| -8% | -$134K | 0.78% | 36 |
|
|
2017
Q2 | $1.58M | Sell |
17,084
-50
| -0.3% | -$4.63K | 0.87% | 35 |
|
|
2017
Q1 | $1.54M | Sell |
17,134
-259
| -1% | -$23.3K | 0.99% | 32 |
|
|
2016
Q4 | $1.48M | Sell |
17,393
-540
| -3% | -$46K | 0.84% | 34 |
|
|
2016
Q3 | $1.49M | Sell |
17,933
-305
| -2% | -$25.3K | 0.84% | 33 |
|
|
2016
Q2 | $1.52M | Buy |
18,238
+209
| +1% | +$17.4K | 0.87% | 36 |
|
|
2016
Q1 | $1.48M | Buy |
+18,029
| New | +$1.48M | 0.86% | 36 |
|