Keystone Financial Group Vanguard Mid Cap Growth Index Transaction History

Keystone Financial Group

$296 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$212.21 - $235.79 $22,282 - $24,757	105 Added 9.56%	1,203 $283,000
Q4 2023 Feb 09, 2024	SELL	$180.9 - $221.2 $6,331 - $7,742	-35 Reduced 3.09%	1,098 $241,000
Q3 2023 Nov 06, 2023	BUY	$191.65 - $213.93 $12,840 - $14,333	67 Added 6.29%	1,133 $220,000
Q2 2023 Aug 07, 2023	SELL	$186.22 - $205.77 $70,018 - $77,369	-376 Reduced 26.07%	1,066 $219,000
Q4 2022 Feb 07, 2023	SELL	$165.84 - $193.83 $28,026 - $32,757	-169 Reduced 10.49%	1,442 $259,000
Q3 2022 Nov 10, 2022	SELL	$170.12 - $208.72 $4,933 - $6,052	-29 Reduced 1.77%	1,611 $275,000
Q2 2022 Aug 05, 2022	SELL	$167.96 - $227.2 $20,323 - $27,491	-121 Reduced 6.87%	1,640 $288,000
Q1 2022 May 13, 2022	SELL	$199.76 - $251.37 $38,353 - $48,263	-192 Reduced 9.83%	1,761 $392,000
Q4 2021 Feb 11, 2022	BUY	$234.3 - $265.79 $7,497 - $8,505	32 Added 1.67%	1,953 $497,000
Q3 2021 Nov 12, 2021	BUY	$230.42 - $251.05 $92,628 - $100,922	402 Added 26.46%	1,921 $454,000
Q2 2021 Aug 13, 2021	BUY	$210.91 - $237.31 $80,356 - $90,415	381 Added 33.48%	1,519 $359,000
Q1 2021 May 11, 2021	BUY	$204.75 - $230.34 $233,005 - $262,126	1,138 New	1,138 $244,000

Others Institutions Holding VOT

# of Institutions

975

Shares Held

38.2M

Call Options Held

26.7K

Put Options Held

5.6K

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