Keystone Wealth Services’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$710K Sell
2025
Q2
$688K Hold
2025
Q1
$620K Buy
2024
Q4
$649K Sell
2024
Q3
$640K Buy
2024
Q2
$606K Sell
2024
Q1
$583K Sell
2023
Q4
$578K Buy
2023
Q3
$479K Buy