Keystone Financial Group (Kentucky)’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.83M	Buy	100,518 +744	+0.7%	+$53.8K	0.47%	40
2025 Q4	$7.39M	Buy	99,774 +9,576	+11%	+$705K	0.55%	37
2025 Q3	$6.55M	Buy	90,198 +906	+1%	+$62.7K	0.5%	42
2025 Q2	$5.9M	Buy	89,292 +3,450	+4%	+$205K	0.53%	39
2025 Q1	$4.79M	Buy	85,842 +120	+0.1%	+$7.27K	0.49%	42
2024 Q4	$5.23M	Sell	85,722 -714	-0.8%	-$42.8K	0.51%	40
2024 Q3	$4.97M	Buy	+86,436	New	+$4.8M	0.64%	31
2024 Q2	–	Sell	-80,364	Closed	-$4.08M	–	329
2024 Q1	$4.08M	Buy	80,364 +3,306	+4%	+$160K	0.59%	32
2023 Q4	$3.48M	Buy	77,058 +2,994	+4%	+$128K	0.6%	35
2023 Q3	$3.05M	Buy	74,064 +1,824	+3%	+$77.6K	0.51%	40
2023 Q2	$3.06M	Buy	+72,240	New	+$2.87M	0.52%	42
2022 Q4	$2.37M	Buy	67,476 +3,528	+6%	+$127K	0.47%	49
2022 Q3	$2.22M	Sell	63,948 -162	-0.3%	-$6.33K	0.45%	47
2022 Q2	$2.33M	Buy	64,110 +5,718	+10%	+$228K	0.46%	44
2022 Q1	$2.68M	Buy	58,392 +6,138	+12%	+$277K	0.46%	45
2021 Q4	$2.63M	Buy	52,254 +8,316	+19%	+$403K	0.43%	49
2021 Q3	$1.95M	Buy	43,938 +3,222	+8%	+$148K	0.35%	67
2021 Q2	$1.78M	Buy	40,716 +12,726	+45%	+$530K	0.32%	71
2021 Q1	$1.1M	Buy	27,990 +21,426	+326%	+$833K	0.21%	95
2020 Q4	$252K	Buy	+6,564	New	+$239K	0.05%	221