Kelman-Lazarov Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,604
| Closed | -$262K | – | 95 |
|
|
2019
Q4 | $262K | Sell |
1,604
-1,360
| -46% | -$222K | 0.12% | 84 |
|
|
2019
Q3 | $448K | Buy |
2,964
+1,623
| +121% | +$245K | 0.22% | 59 |
|
|
2019
Q2 | $201K | Buy |
+1,341
| New | +$201K | 0.1% | 92 |
|
|
2018
Q4 | – | Sell |
-1,533
| Closed | -$229K | – | 103 |
|
|
2018
Q3 | $229K | Sell |
1,533
-10
| -0.6% | -$1.49K | 0.13% | 91 |
|
|
2018
Q2 | $217K | Hold |
1,543
| – | – | 0.12% | 102 |
|
|
2018
Q1 | $209K | Sell |
1,543
-50
| -3% | -$6.77K | 0.11% | 104 |
|
|
2017
Q4 | $219K | Buy |
+1,593
| New | +$219K | 0.11% | 109 |
|
|
2017
Q1 | – | Sell |
-1,240
| Closed | -$143K | – | 256 |
|
|
2016
Q4 | $143K | Sell |
1,240
-86
| -6% | -$9.92K | 0.08% | 118 |
|
|
2016
Q3 | $147K | Hold |
1,326
| – | – | 0.08% | 119 |
|
|
2016
Q2 | $142K | Sell |
1,326
-59
| -4% | -$6.34K | 0.08% | 124 |
|
|
2016
Q1 | $146K | Buy |
+1,385
| New | +$146K | 0.09% | 129 |
|