Vanguard S&p 500 Etf idx shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.8M | 2.9k | 627.06 |
| 2025-09-30 | $1.7M | 2.8k | 612.30 |
| 2025-06-30 | $1.2M | 2.1k | 568.03 |
| 2025-03-31 | $694k | 1.4k | 513.81 |
| 2024-12-31 | $869k | 1.6k | 538.81 |
| 2024-09-30 | $3.0M | 5.6k | 527.67 |
| 2024-06-30 | $2.7M | 5.4k | 500.13 |
| 2024-03-31 | $209k | 435 | 480.70 |
| 2023-12-31 | $217k | 496 | 436.80 |