Kelman Lazarov, Inc. Vaneck ETF Tr Morningstar Esg Transaction History

Kelman Lazarov, Inc.

$517 Million
Q1 2025

A detailed history of Kelman Lazarov, Inc. transactions in Vaneck ETF Tr Morningstar Esg stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 20,147 shares of MOTE stock, worth $520,195. This represents 0.1% of its overall portfolio holdings.

Number of Shares

20,147

Previous 19,125 5.34%

Holding current value

$520,195

Previous $538,000 0.19%

% of portfolio

0.1%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$26.4 - $29.18 $26,980 - $29,821	1,022 Added 5.34%	20,147 $537,000
Q4 2024 Feb 13, 2025	BUY	$28.16 - $30.02 $1,914 - $2,041	68 Added 0.36%	19,125 $538,000
Q3 2024 Nov 08, 2024	BUY	$26.05 - $28.95 $16,593 - $18,441	637 Added 3.46%	19,057 $551,000
Q2 2024 Aug 12, 2024	BUY	$0.0 - $26.93 $0 - $10,287	382 Added 2.12%	18,420 $484,000
Q1 2024 May 09, 2024	SELL	$24.88 - $27.13 $9,205 - $10,038	-370 Reduced 2.01%	18,038 $489,000
Q4 2023 Feb 01, 2024	BUY	$21.66 - $25.63 $108 - $128	5 Added 0.03%	18,408 $469,000
Q3 2023 Oct 30, 2023	SELL	$22.82 - $25.18 $21,176 - $23,367	-928 Reduced 4.8%	18,403 $424,000
Q2 2023 Aug 04, 2023	SELL	$22.71 - $24.5 $1,112 - $1,200	-49 Reduced 0.25%	19,331 $473,000
Q1 2023 May 04, 2023	SELL	$0.0 - $24.22 $0 - $290	-12 Reduced 0.06%	19,380 $453,000
Q4 2022 Feb 06, 2023	SELL	$19.73 - $23.28 $10,101 - $11,919	-512 Reduced 2.57%	19,392 $423,000
Q3 2022 Oct 24, 2022	SELL	$19.94 - $24.22 $32,282 - $39,212	-1,619 Reduced 7.52%	19,904 $397,000
Q2 2022 Aug 08, 2022	BUY	$20.56 - $24.76 $442,512 - $532,909	21,523 New	21,523 $461,000

Others Institutions Holding MOTE

# of Institutions

Shares Held

157K

Call Options Held

Put Options Held

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About VANECK ETF TR MORNINGSTAR ESG

Ticker MOTE
Sector ETFs
Industry ETFs

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Kelman Lazarov, Inc. Vaneck ETF Tr Morningstar Esg Transaction History