Kelman-Lazarov Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History

Kelman-Lazarov Inc’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,604	Closed	-$262K	–	95
2019 Q4	$262K	Sell	1,604 -1,360	-46%	-$213K	0.12%	84
2019 Q3	$448K	Buy	2,964 +1,623	+121%	+$245K	0.22%	59
2019 Q2	$201K	Buy	+1,341	New	+$197K	0.1%	92
2018 Q4	–	Sell	-1,533	Closed	-$229K	–	103
2018 Q3	$229K	Sell	1,533 -10	-0.6%	-$1.47K	0.13%	91
2018 Q2	$217K	Hold	1,543	–	–	0.12%	102
2018 Q1	$209K	Sell	1,543 -50	-3%	-$7.01K	0.11%	104
2017 Q4	$219K	Buy	+1,593	New	+$213K	0.11%	109
2017 Q1	–	Sell	-1,240	Closed	-$143K	–	255
2016 Q4	$143K	Sell	1,240 -86	-6%	-$9.67K	0.08%	118
2016 Q3	$147K	Hold	1,326	–	–	0.08%	119
2016 Q2	$142K	Sell	1,326 -59	-4%	-$6.25K	0.08%	124
2016 Q1	$146K	Buy	+1,385	New	+$137K	0.09%	129

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kelman-Lazarov Inc's VTI Position: Q1 2020 in Review

Kelman-Lazarov Inc sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2020, closing a stake of 1,604 shares — an estimated $262K sold.

Kelman-Lazarov Inc first reported a position in VTI in Q1 2016 and held it in 11 quarters. The position peaked at $448K in Q3 2019. 1,502 funds tracked by Wall St. Rank hold VTI as of Q1 2020.

Kelman-Lazarov Inc reported no remaining Vanguard Total Stock Market ETF position as of Q1 2020 after selling out during the quarter.
Kelman-Lazarov Inc sold 1,604 Vanguard Total Stock Market ETF shares in Q1 2020, an estimated $262K.
Kelman-Lazarov Inc first reported a position in Vanguard Total Stock Market ETF in Q1 2016 and held it in 11 quarters.
Kelman-Lazarov Inc's Vanguard Total Stock Market ETF position peaked at $448K in Q3 2019.
1,502 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2020.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2020, filed 27 Apr 2020.