Kelman-Lazarov Inc’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Buy
5,681
+1,841
+48% +$139K 0.07% 84
2025
Q1
$289K Buy
+3,840
New +$289K 0.05% 94