Keystone Wealth Services’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
|
|||||
|
2025
Q1 | $845K | Buy |
|
|||||
|
2024
Q4 | $860K | Buy |
|
|||||
|
2024
Q3 | $697K | Sell |
|
|||||
|
2024
Q2 | $736K | Sell |
|
|||||
|
2024
Q1 | $824K | Hold |
|
|||||
|
2023
Q4 | $767K | Sell |
|
|||||
|
2023
Q3 | $1.13M | Buy |
|
|||||
|
2023
Q2 | $1.18M | Buy |
|
|||||
|
2023
Q1 | $1.12M | Sell |
|
|||||
|
2022
Q4 | $1.11M | Buy |
|
|||||
|
2022
Q3 | $1.01M | Buy |
|
|||||
|
2022
Q2 | $1.04M | Sell |
|
|||||
|
2022
Q1 | $1.52M | Sell |
|
|||||
|
2021
Q4 | $1.7M | Buy |
|