KLI
Kelman-Lazarov Inc’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
9,035
-43
| -0.5% | -$18.9K | 0.64% | 26 |
|
|
2025
Q1 | $3.37M | Buy |
9,078
+136
| +2% | +$50.4K | 0.61% | 26 |
|
|
2024
Q4 | $3.67M | Sell |
8,942
-377
| -4% | -$155K | 0.66% | 26 |
|
|
2024
Q3 | $3.58M | Sell |
9,319
-3
| -0% | -$1.15K | 0.62% | 27 |
|
|
2024
Q2 | $3.49M | Sell |
9,322
-353
| -4% | -$132K | 0.65% | 26 |
|
|
2024
Q1 | $3.33M | Sell |
9,675
-326
| -3% | -$112K | 0.65% | 27 |
|
|
2023
Q4 | $3.11M | Sell |
10,001
-1,280
| -11% | -$398K | 0.67% | 26 |
|
|
2023
Q3 | $3.07M | Sell |
11,281
-159
| -1% | -$43.3K | 0.73% | 22 |
|
|
2023
Q2 | $3.24M | Buy |
11,440
+555
| +5% | +$157K | 0.78% | 21 |
|
|
2023
Q1 | $2.72M | Buy |
10,885
+756
| +7% | +$189K | 0.7% | 22 |
|
|
2022
Q4 | $2.16M | Buy |
10,129
+2,496
| +33% | +$532K | 0.61% | 26 |
|
|
2022
Q3 | $1.63M | Buy |
7,633
+849
| +13% | +$182K | 0.56% | 21 |
|
|
2022
Q2 | $1.51M | Buy |
6,784
+1,315
| +24% | +$293K | 0.51% | 22 |
|
|
2022
Q1 | $1.57M | Hold |
5,469
| – | – | 0.52% | 24 |
|
|
2021
Q4 | $1.76M | Hold |
5,469
| – | – | 0.56% | 23 |
|
|
2021
Q3 | $1.59M | Sell |
5,469
-14
| -0.3% | -$4.06K | 0.56% | 22 |
|
|
2021
Q2 | $1.57M | Sell |
5,483
-283
| -5% | -$81.2K | 0.55% | 24 |
|
|
2021
Q1 | $1.48M | Hold |
5,766
| – | – | 0.53% | 26 |
|
|
2020
Q4 | $1.46M | Buy |
5,766
+127
| +2% | +$32.2K | 0.56% | 24 |
|
|
2020
Q3 | $1.28M | Sell |
5,639
-787
| -12% | -$179K | 0.58% | 24 |
|
|
2020
Q2 | $1.3M | Sell |
6,426
-620
| -9% | -$125K | 0.6% | 24 |
|
|
2020
Q1 | $1.1M | Buy |
7,046
+114
| +2% | +$17.9K | 0.59% | 24 |
|
|
2019
Q4 | $1.26M | Sell |
6,932
-50
| -0.7% | -$9.11K | 0.57% | 30 |
|
|
2019
Q3 | $1.16M | Hold |
6,982
| – | – | 0.57% | 32 |
|
|
2019
Q2 | $1.14M | Sell |
6,982
-16
| -0.2% | -$2.62K | 0.58% | 33 |
|
|
2019
Q1 | $1.1M | Buy |
6,998
+109
| +2% | +$17.1K | 0.58% | 33 |
|
|
2018
Q4 | $925K | Sell |
6,889
-187
| -3% | -$25.1K | 0.58% | 42 |
|
|
2018
Q3 | $1.14M | Sell |
7,076
-215
| -3% | -$34.6K | 0.67% | 43 |
|
|
2018
Q2 | $1.09M | Sell |
7,291
-610
| -8% | -$91.4K | 0.59% | 48 |
|
|
2018
Q1 | $1.12M | Sell |
7,901
-45
| -0.6% | -$6.39K | 0.6% | 48 |
|
|
2017
Q4 | $1.12M | Buy |
7,946
+567
| +8% | +$79.8K | 0.57% | 51 |
|
|
2017
Q3 | $980K | Sell |
7,379
-323
| -4% | -$42.9K | 0.52% | 56 |
|
|
2017
Q2 | $978K | Sell |
7,702
-550
| -7% | -$69.8K | 0.54% | 59 |
|
|
2017
Q1 | $1M | Hold |
8,252
| – | – | 0.65% | 49 |
|
|
2016
Q4 | $920K | Hold |
8,252
| – | – | 0.52% | 56 |
|
|
2016
Q3 | $921K | Hold |
8,252
| – | – | 0.52% | 58 |
|
|
2016
Q2 | $888K | Sell |
8,252
-60
| -0.7% | -$6.46K | 0.51% | 59 |
|
|
2016
Q1 | $892K | Buy |
+8,312
| New | +$892K | 0.52% | 57 |
|