Keystone Financial Group (Kentucky)’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
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|
2025
Q1 | $2.82M | Sell |
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|
2024
Q4 | $3.09M | Sell |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.02M | Buy |
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|
2023
Q4 | $2.68M | Buy |
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|
2023
Q3 | $2.41M | Sell |
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|
2023
Q2 | $2.52M | Buy |
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|
2022
Q4 | $2.32M | Buy |
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|
2022
Q3 | $1.89M | Buy |
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|
2022
Q2 | $1.93M | Buy |
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|
2022
Q1 | $2.27M | Sell |
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|
2021
Q4 | $2.39M | Buy |
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|
2021
Q3 | $2.1M | Buy |
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|
2021
Q2 | $2.13M | Buy |
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|
2021
Q1 | $2.03M | Buy |
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|
2020
Q4 | $1.77M | Buy |
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|
2020
Q3 | $1.37M | Buy |
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|
2020
Q2 | $1.25M | Sell |
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|
2020
Q1 | $1.01M | Buy |
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|
2019
Q4 | $1.43M | Buy |
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|
2019
Q3 | $1.3M | Buy |
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|
2019
Q2 | $944K | Buy |
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|
2019
Q1 | $228K | Buy |
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