KLI
Kelman-Lazarov Inc’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
84,555
-15,104
| -15% | -$741K | 0.67% | 24 |
|
|
2025
Q1 | $4.95M | Buy |
99,659
+13,948
| +16% | +$692K | 0.9% | 22 |
|
|
2024
Q4 | $4.3M | Sell |
85,711
-8,297
| -9% | -$416K | 0.77% | 25 |
|
|
2024
Q3 | $4.81M | Sell |
94,008
-85
| -0.1% | -$4.35K | 0.83% | 23 |
|
|
2024
Q2 | $4.72M | Sell |
94,093
-596
| -0.6% | -$29.9K | 0.88% | 22 |
|
|
2024
Q1 | $4.79M | Buy |
94,689
+5,777
| +6% | +$292K | 0.94% | 21 |
|
|
2023
Q4 | $4.54M | Sell |
88,912
-28,086
| -24% | -$1.43M | 0.98% | 20 |
|
|
2023
Q3 | $5.63M | Buy |
116,998
+8,908
| +8% | +$428K | 1.33% | 17 |
|
|
2023
Q2 | $5.43M | Buy |
108,090
+596
| +0.6% | +$29.9K | 1.31% | 16 |
|
|
2023
Q1 | $5.45M | Sell |
107,494
-6,948
| -6% | -$352K | 1.41% | 16 |
|
|
2022
Q4 | $5.66M | Sell |
114,442
-13,023
| -10% | -$645K | 1.59% | 16 |
|
|
2022
Q3 | $6.14M | Sell |
127,465
-90,388
| -41% | -$4.35M | 2.09% | 13 |
|
|
2022
Q2 | $10.9M | Buy |
+217,853
| New | +$10.9M | 3.67% | 10 |
|