Keystone Wealth Services’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $771K | Buy |
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|
2025
Q2 | $687K | Buy |
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|
2025
Q1 | $551K | Buy |
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|
2024
Q4 | $541K | Buy |
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|
2024
Q3 | $506K | Buy |
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|
2024
Q2 | $299K | Hold |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $248K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $253K | Sell |
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|
2022
Q1 | $700K | Sell |
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|
2021
Q4 | $1.66M | Buy |
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