Kelman-Lazarov Inc’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
2,147
+796
| +59% | +$452K | 0.2% | 52 |
|
|
2025
Q1 | $694K | Sell |
1,351
-261
| -16% | -$134K | 0.13% | 63 |
|
|
2024
Q4 | $869K | Sell |
1,612
-4,024
| -71% | -$2.17M | 0.16% | 57 |
|
|
2024
Q3 | $2.97M | Buy |
5,636
+206
| +4% | +$109K | 0.51% | 30 |
|
|
2024
Q2 | $2.72M | Buy |
5,430
+4,995
| +1,148% | +$2.5M | 0.51% | 30 |
|
|
2024
Q1 | $209K | Sell |
435
-61
| -12% | -$29.3K | 0.04% | 102 |
|
|
2023
Q4 | $217K | Buy |
+496
| New | +$217K | 0.05% | 98 |
|