Keystone Financial Group (Kentucky)’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
9,139
+130
+1% +$16.7K 0.11% 136
2025
Q1
$1.14M Buy
9,009
+75
+0.8% +$9.51K 0.12% 130
2024
Q4
$1.08M Sell
8,934
-55
-0.6% -$6.63K 0.11% 134
2024
Q3
$1.09M Buy
+8,989
New +$1.09M 0.14% 114
2024
Q2
Sell
-7,598
Closed -$850K 315
2024
Q1
$850K Buy
7,598
+345
+5% +$38.6K 0.12% 128
2023
Q4
$759K Buy
7,253
+800
+12% +$83.7K 0.13% 123
2023
Q3
$621K Buy
6,453
+2,153
+50% +$207K 0.1% 133
2023
Q2
$429K Buy
+4,300
New +$429K 0.07% 172
2022
Q4
$477K Buy
+4,850
New +$477K 0.09% 150