Keystone Financial Group (Kentucky)’s Vanguard Russell 3000 ETF VTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Hold |
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|
2025
Q1 | $645K | Hold |
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|
2024
Q4 | $679K | Hold |
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|
2024
Q3 | $663K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $609K | Buy |
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|
2023
Q4 | $514K | Buy |
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|
2023
Q3 | $451K | Hold |
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|
2023
Q2 | $467K | Buy |
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|
2022
Q4 | $406K | Hold |
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|
2022
Q3 | $381K | Hold |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $431K | Hold |
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|
2021
Q4 | $456K | Hold |
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|
2021
Q3 | $419K | Buy |
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|
2021
Q2 | $373K | Hold |
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|
2021
Q1 | $347K | Hold |
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|
2020
Q4 | $326K | Hold |
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|
2020
Q3 | $285K | Hold |
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|
2020
Q2 | $262K | Hold |
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|
2020
Q1 | $216K | Hold |
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|
2019
Q4 | $275K | Buy |
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