Keystone Financial Services (Colorado)’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$531K Sell
935
-283
-23% -$161K 0.18% 64
2025
Q1
$626K Buy
1,218
+284
+30% +$146K 0.24% 54
2024
Q4
$503K Buy
+934
New +$503K 0.19% 55