Keystone Wealth Services’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.02M | Sell |
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|
2025
Q1 | $7.39M | Buy |
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|
2024
Q4 | $7.33M | Buy |
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|
2024
Q3 | $5.74M | Buy |
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|
2024
Q2 | $5.25M | Sell |
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|
2024
Q1 | $5.17M | Sell |
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|
2023
Q4 | $4.86M | Sell |
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|
2023
Q3 | $4.98M | Buy |
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|
2023
Q2 | $4.9M | Buy |
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|
2023
Q1 | $4.45M | Sell |
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|
2022
Q4 | $4.17M | Buy |
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|
2022
Q3 | $3.72M | Buy |
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|
2022
Q2 | $3.8M | Sell |
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|
2022
Q1 | $6.01M | Sell |
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|
2021
Q4 | $6.94M | Buy |
|