Kelman-Lazarov Inc’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $921K | Hold |
3,293
| – | – | 0.15% | 57 |
|
|
2025
Q1 | $852K | Buy |
3,293
+704
| +27% | +$182K | 0.15% | 57 |
|
|
2024
Q4 | $684K | Buy |
2,589
+321
| +14% | +$84.8K | 0.12% | 62 |
|
|
2024
Q3 | $598K | Hold |
2,268
| – | – | 0.1% | 69 |
|
|
2024
Q2 | $549K | Hold |
2,268
| – | – | 0.1% | 67 |
|
|
2024
Q1 | $567K | Sell |
2,268
-19
| -0.8% | -$4.75K | 0.11% | 65 |
|
|
2023
Q4 | $532K | Sell |
2,287
-45
| -2% | -$10.5K | 0.12% | 65 |
|
|
2023
Q3 | $486K | Hold |
2,332
| – | – | 0.11% | 61 |
|
|
2023
Q2 | $513K | Sell |
2,332
-83
| -3% | -$18.3K | 0.12% | 62 |
|
|
2023
Q1 | $509K | Buy |
2,415
+116
| +5% | +$24.5K | 0.13% | 59 |
|
|
2022
Q4 | $469K | Buy |
2,299
+526
| +30% | +$107K | 0.13% | 60 |
|
|
2022
Q3 | $333K | Hold |
1,773
| – | – | 0.11% | 64 |
|
|
2022
Q2 | $349K | Sell |
1,773
-2
| -0.1% | -$394 | 0.12% | 61 |
|
|
2022
Q1 | $422K | Hold |
1,775
| – | – | 0.14% | 54 |
|
|
2021
Q4 | $452K | Hold |
1,775
| – | – | 0.15% | 55 |
|
|
2021
Q3 | $420K | Sell |
1,775
-9
| -0.5% | -$2.13K | 0.15% | 52 |
|
|
2021
Q2 | $423K | Sell |
1,784
-545
| -23% | -$129K | 0.15% | 51 |
|
|
2021
Q1 | $516K | Hold |
2,329
| – | – | 0.18% | 45 |
|
|
2020
Q4 | $482K | Hold |
2,329
| – | – | 0.18% | 45 |
|
|
2020
Q3 | $411K | Hold |
2,329
| – | – | 0.19% | 45 |
|
|
2020
Q2 | $382K | Sell |
2,329
-256
| -10% | -$42K | 0.18% | 48 |
|
|
2020
Q1 | $340K | Buy |
+2,585
| New | +$340K | 0.18% | 52 |
|