Keystone Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $19.7M | Buy |
82,837
+3,902
| +5% | +$928K | 9.2% | 4 |
|
|
2021
Q4 | $20.1M | Buy |
78,935
+7,700
| +11% | +$1.96M | 8.88% | 3 |
|
|
2021
Q3 | $16.9M | Buy |
71,235
+4,898
| +7% | +$1.16M | 9.3% | 3 |
|
|
2021
Q2 | $15.7M | Buy |
66,337
+7,944
| +14% | +$1.89M | 9.39% | 3 |
|
|
2021
Q1 | $12.9M | Buy |
58,393
+4,510
| +8% | +$998K | 8.7% | 8 |
|
|
2020
Q4 | $11.1M | Buy |
+53,883
| New | +$11.1M | 8.84% | 5 |
|