KWS
Keystone Wealth Services’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
3,626
+360
| +11% | +$101K | 0.24% | 99 |
|
|
2025
Q1 | $845K | Buy |
3,266
+11
| +0.3% | +$2.85K | 0.23% | 102 |
|
|
2024
Q4 | $860K | Buy |
3,255
+613
| +23% | +$162K | 0.23% | 103 |
|
|
2024
Q3 | $697K | Sell |
2,642
-399
| -13% | -$105K | 0.19% | 111 |
|
|
2024
Q2 | $736K | Sell |
3,041
-257
| -8% | -$62.2K | 0.23% | 102 |
|
|
2024
Q1 | $824K | Hold |
3,298
| – | – | 0.27% | 95 |
|
|
2023
Q4 | $767K | Sell |
3,298
-2,141
| -39% | -$498K | 0.26% | 86 |
|
|
2023
Q3 | $1.13M | Buy |
5,439
+102
| +2% | +$21.2K | 0.43% | 58 |
|
|
2023
Q2 | $1.18M | Buy |
5,337
+8
| +0.2% | +$1.76K | 0.44% | 51 |
|
|
2023
Q1 | $1.12M | Sell |
5,329
-127
| -2% | -$26.8K | 0.46% | 53 |
|
|
2022
Q4 | $1.11M | Buy |
5,456
+71
| +1% | +$14.5K | 0.49% | 48 |
|
|
2022
Q3 | $1.01M | Buy |
5,385
+105
| +2% | +$19.7K | 0.48% | 46 |
|
|
2022
Q2 | $1.04M | Sell |
5,280
-1,094
| -17% | -$215K | 0.47% | 47 |
|
|
2022
Q1 | $1.52M | Sell |
6,374
-290
| -4% | -$69K | 0.6% | 41 |
|
|
2021
Q4 | $1.7M | Buy |
+6,664
| New | +$1.7M | 0.69% | 33 |
|