Keystone Financial Group (Kentucky)’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Buy |
3,162
+790
| +33% | +$225K | 0.08% | 165 |
|
|
2025
Q1 | $610K | Buy |
2,372
+52
| +2% | +$13.4K | 0.06% | 192 |
|
|
2024
Q4 | $626K | Sell |
2,320
-80
| -3% | -$21.6K | 0.06% | 186 |
|
|
2024
Q3 | $632K | Buy |
+2,400
| New | +$632K | 0.08% | 163 |
|
|
2024
Q2 | – | Sell |
-1,908
| Closed | -$457K | – | 339 |
|
|
2024
Q1 | $457K | Buy |
1,908
+466
| +32% | +$112K | 0.07% | 196 |
|
|
2023
Q4 | $315K | Sell |
1,442
-24
| -2% | -$5.24K | 0.05% | 208 |
|
|
2023
Q3 | $287K | Hold |
1,466
| – | – | 0.05% | 218 |
|
|
2023
Q2 | $297K | Buy |
+1,466
| New | +$297K | 0.05% | 217 |
|
|
2022
Q4 | $255K | Hold |
1,466
| – | – | 0.05% | 232 |
|
|
2022
Q3 | $240K | Hold |
1,466
| – | – | 0.05% | 236 |
|
|
2022
Q2 | $253K | Hold |
1,466
| – | – | 0.05% | 239 |
|
|
2022
Q1 | $306K | Buy |
1,466
+70
| +5% | +$14.6K | 0.05% | 225 |
|
|
2021
Q4 | $309K | Buy |
+1,396
| New | +$309K | 0.05% | 232 |
|