Kelman Lazarov, Inc. Vanguard Mid Cap ETF Transaction History

Kelman Lazarov, Inc.

$517 Million
Q1 2025

A detailed history of Kelman Lazarov, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 3,293 shares of VO stock, worth $897,276. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,293

Previous 2,589 27.19%

Holding current value

$897,276

Previous $683,000 24.6%

% of portfolio

0.16%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$251.87 - $277.95 $177,316 - $195,676	704 Added 27.19%	3,293 $851,000
Q4 2024 Feb 13, 2025	BUY	$261.5 - $284.63 $83,941 - $91,366	321 Added 14.15%	2,589 $683,000
Q1 2024 May 09, 2024	SELL	$225.86 - $249.86 $4,291 - $4,747	-19 Reduced 0.83%	2,268 $566,000
Q4 2023 Feb 01, 2024	SELL	$195.66 - $233.95 $8,804 - $10,527	-45 Reduced 1.93%	2,287 $532,000
Q2 2023 Aug 04, 2023	SELL	$203.43 - $220.16 $16,884 - $18,273	-83 Reduced 3.44%	2,332 $513,000
Q1 2023 May 04, 2023	BUY	$200.2 - $225.98 $23,223 - $26,213	116 Added 5.05%	2,415 $509,000
Q4 2022 Feb 06, 2023	BUY	$186.57 - $217.26 $98,135 - $114,278	526 Added 29.67%	2,299 $468,000
Q2 2022 Aug 08, 2022	SELL	$190.36 - $240.41 $380 - $480	-2 Reduced 0.11%	1,773 $349,000
Q3 2021 Nov 04, 2021	SELL	$229.88 - $249.8 $2,068 - $2,248	-9 Reduced 0.5%	1,775 $420,000
Q2 2021 Aug 10, 2021	SELL	$223.23 - $238.25 $121,660 - $129,846	-545 Reduced 23.4%	1,784 $423,000
Q2 2020 Jul 29, 2020	SELL	$124.34 - $175.42 $31,831 - $44,907	-256 Reduced 9.9%	2,329 $382,000
Q1 2020 Apr 27, 2020	BUY	$112.37 - $186.27 $290,476 - $481,507	2,585 New	2,585 $340,000

Others Institutions Holding VO

# of Institutions

2,352

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelman Lazarov, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kelman Lazarov, Inc. with notifications on news.

Account

Kelman Lazarov, Inc. Vanguard Mid Cap ETF Transaction History