Kelman-Lazarov Inc’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
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|
2025
Q1 | $3.37M | Buy |
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|
2024
Q4 | $3.67M | Sell |
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|
2024
Q3 | $3.58M | Sell |
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|
2024
Q2 | $3.49M | Sell |
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|
2024
Q1 | $3.33M | Sell |
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|
2023
Q4 | $3.11M | Sell |
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|
2023
Q3 | $3.07M | Sell |
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|
2023
Q2 | $3.24M | Buy |
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|
2023
Q1 | $2.72M | Buy |
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|
2022
Q4 | $2.16M | Buy |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $1.57M | Hold |
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|
2021
Q4 | $1.75M | Hold |
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|
2021
Q3 | $1.59M | Sell |
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|
2021
Q2 | $1.57M | Sell |
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|
2021
Q1 | $1.48M | Hold |
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|
2020
Q4 | $1.46M | Buy |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.1M | Buy |
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|
2019
Q4 | $1.26M | Sell |
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|
2019
Q3 | $1.16M | Hold |
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|
2019
Q2 | $1.14M | Sell |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | $925K | Sell |
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|
2018
Q3 | $1.14M | Sell |
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|
2018
Q2 | $1.09M | Sell |
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|
2018
Q1 | $1.12M | Sell |
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|
2017
Q4 | $1.12M | Buy |
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|
2017
Q3 | $980K | Sell |
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|
2017
Q2 | $978K | Sell |
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|
2017
Q1 | $1M | Hold |
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|
2016
Q4 | $920K | Hold |
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|
2016
Q3 | $921K | Hold |
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|
2016
Q2 | $888K | Sell |
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|
2016
Q1 | $892K | Buy |
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