KWS
Keystone Wealth Services’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Hold |
2,411
| – | – | 0.17% | 137 |
|
|
2025
Q1 | $620K | Buy |
2,411
+6
| +0.2% | +$1.54K | 0.17% | 130 |
|
|
2024
Q4 | $649K | Sell |
2,405
-27
| -1% | -$7.28K | 0.17% | 120 |
|
|
2024
Q3 | $640K | Buy |
2,432
+6
| +0.2% | +$1.58K | 0.18% | 118 |
|
|
2024
Q2 | $606K | Sell |
2,426
-6
| -0.2% | -$1.5K | 0.19% | 116 |
|
|
2024
Q1 | $583K | Sell |
2,432
-216
| -8% | -$51.8K | 0.19% | 115 |
|
|
2023
Q4 | $578K | Buy |
2,648
+198
| +8% | +$43.2K | 0.2% | 110 |
|
|
2023
Q3 | $479K | Buy |
+2,450
| New | +$479K | 0.18% | 121 |
|