Kelman-Lazarov Inc’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $921K | Hold |
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|
2025
Q1 | $852K | Buy |
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|
2024
Q4 | $684K | Buy |
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|
2024
Q3 | $598K | Hold |
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|
2024
Q2 | $549K | Hold |
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|
2024
Q1 | $567K | Sell |
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|
2023
Q4 | $532K | Sell |
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|
2023
Q3 | $486K | Hold |
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|
2023
Q2 | $513K | Sell |
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|
2023
Q1 | $509K | Buy |
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|
2022
Q4 | $469K | Buy |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $422K | Hold |
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|
2021
Q4 | $452K | Hold |
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|
2021
Q3 | $420K | Sell |
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|
2021
Q2 | $423K | Sell |
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|
2021
Q1 | $516K | Hold |
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|
2020
Q4 | $482K | Hold |
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|
2020
Q3 | $411K | Hold |
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|
2020
Q2 | $382K | Sell |
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|
2020
Q1 | $340K | Buy |
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