KWS
Keystone Wealth Services’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.02M | Sell |
12,365
-2,015
| -14% | -$1.14M | 1.69% | 11 |
|
|
2025
Q1 | $7.39M | Buy |
14,380
+784
| +6% | +$403K | 2% | 11 |
|
|
2024
Q4 | $7.33M | Buy |
13,596
+2,723
| +25% | +$1.47M | 1.94% | 11 |
|
|
2024
Q3 | $5.74M | Buy |
10,873
+382
| +4% | +$202K | 1.59% | 12 |
|
|
2024
Q2 | $5.25M | Sell |
10,491
-256
| -2% | -$128K | 1.63% | 11 |
|
|
2024
Q1 | $5.17M | Sell |
10,747
-384
| -3% | -$185K | 1.68% | 11 |
|
|
2023
Q4 | $4.86M | Sell |
11,131
-1,555
| -12% | -$679K | 1.67% | 11 |
|
|
2023
Q3 | $4.98M | Buy |
12,686
+649
| +5% | +$255K | 1.89% | 11 |
|
|
2023
Q2 | $4.9M | Buy |
12,037
+210
| +2% | +$85.5K | 1.83% | 12 |
|
|
2023
Q1 | $4.45M | Sell |
11,827
-31
| -0.3% | -$11.7K | 1.82% | 13 |
|
|
2022
Q4 | $4.17M | Buy |
11,858
+523
| +5% | +$184K | 1.82% | 14 |
|
|
2022
Q3 | $3.72M | Buy |
11,335
+389
| +4% | +$128K | 1.76% | 15 |
|
|
2022
Q2 | $3.8M | Sell |
10,946
-3,540
| -24% | -$1.23M | 1.7% | 15 |
|
|
2022
Q1 | $6.01M | Sell |
14,486
-1,408
| -9% | -$585K | 2.38% | 8 |
|
|
2021
Q4 | $6.94M | Buy |
+15,894
| New | +$6.94M | 2.82% | 5 |
|