Keystone Financial Group (Kentucky)’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Buy |
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|
2025
Q1 | $610K | Buy |
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|
2024
Q4 | $626K | Sell |
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|
2024
Q3 | $632K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $457K | Buy |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $297K | Buy |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $306K | Buy |
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|
2021
Q4 | $309K | Buy |
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