Keystone Financial Group (Kentucky)’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Buy |
18,038
+460
| +3% | +$129K | 0.46% | 47 |
|
|
2025
Q1 | $4.55M | Sell |
17,578
-125
| -0.7% | -$32.3K | 0.46% | 46 |
|
|
2024
Q4 | $4.68M | Buy |
17,703
+89
| +0.5% | +$23.5K | 0.46% | 46 |
|
|
2024
Q3 | $4.65M | Buy |
+17,614
| New | +$4.65M | 0.59% | 34 |
|
|
2024
Q2 | – | Sell |
-15,885
| Closed | -$3.97M | – | 325 |
|
|
2024
Q1 | $3.97M | Buy |
15,885
+629
| +4% | +$157K | 0.58% | 34 |
|
|
2023
Q4 | $3.55M | Buy |
15,256
+577
| +4% | +$134K | 0.62% | 33 |
|
|
2023
Q3 | $3.06M | Buy |
14,679
+643
| +5% | +$134K | 0.51% | 39 |
|
|
2023
Q2 | $3.09M | Buy |
+14,036
| New | +$3.09M | 0.53% | 40 |
|
|
2022
Q4 | $2.4M | Buy |
11,771
+345
| +3% | +$70.3K | 0.47% | 47 |
|
|
2022
Q3 | $2.15M | Sell |
11,426
-10
| -0.1% | -$1.88K | 0.44% | 51 |
|
|
2022
Q2 | $2.25M | Buy |
11,436
+338
| +3% | +$66.6K | 0.45% | 47 |
|
|
2022
Q1 | $2.64M | Buy |
11,098
+1,116
| +11% | +$265K | 0.45% | 47 |
|
|
2021
Q4 | $2.54M | Buy |
9,982
+1,563
| +19% | +$398K | 0.42% | 52 |
|
|
2021
Q3 | $1.99M | Buy |
8,419
+452
| +6% | +$107K | 0.36% | 65 |
|
|
2021
Q2 | $1.89M | Buy |
7,967
+1,141
| +17% | +$271K | 0.34% | 68 |
|
|
2021
Q1 | $1.51M | Buy |
6,826
+1,142
| +20% | +$253K | 0.29% | 79 |
|
|
2020
Q4 | $1.18M | Buy |
5,684
+133
| +2% | +$27.5K | 0.24% | 86 |
|
|
2020
Q3 | $978K | Sell |
5,551
-184
| -3% | -$32.4K | 0.24% | 94 |
|
|
2020
Q2 | $940K | Sell |
5,735
-359
| -6% | -$58.8K | 0.26% | 91 |
|
|
2020
Q1 | $802K | Buy |
6,094
+3,766
| +162% | +$496K | 0.27% | 87 |
|
|
2019
Q4 | $415K | Buy |
2,328
+927
| +66% | +$165K | 0.11% | 143 |
|
|
2019
Q3 | $235K | Buy |
1,401
+136
| +11% | +$22.8K | 0.07% | 205 |
|
|
2019
Q2 | $211K | Buy |
+1,265
| New | +$211K | 0.07% | 211 |
|