Keystone Wealth Services, LLC Vanguard Dividend Appreciation Transaction History

Keystone Wealth Services, LLC

  • $340 Million
  • Q1 2025

A detailed history of Keystone Wealth Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 19,647 shares of VIG stock, worth $3.58 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
19,647
Previous 19,780 0.67%
Holding current value
$3.58 Million
Previous $3.6 Million 0.67%
% of portfolio
1.05%
Previous 1.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
N/A
-133 Reduced 0.67%
19,647 $3.58 Million
Q4 2024

Feb 06, 2025
BUY
N/A
4,452 Added 29.04%
19,780 $3.6 Million
Q3 2024

Oct 15, 2024
BUY
$182.15 - $182.15 $168,488 - $168,488
925 Added 6.42%
15,328 $2.79 Million
Q2 2024

Jul 12, 2024
BUY
$173.33 - $185.29 $214,582 - $229,389
1,238 Added 9.4%
14,403 $2.63 Million
Q1 2024

Apr 12, 2024
BUY
$168.47 - $182.98 $1.6 Million - $1.74 Million
9,487 Added 257.94%
13,165 $2.4 Million
Q4 2023

Jan 17, 2024
SELL
$150.16 - $171.16 $154,814 - $176,465
-1,031 Reduced 21.89%
3,678 $626,000
Q3 2023

Oct 05, 2023
SELL
$155.38 - $166.95 $15,538 - $16,695
-100 Reduced 2.08%
4,709 $731,000
Q2 2023

Jul 20, 2023
SELL
$152.74 - $162.43 $72,246 - $76,829
-473 Reduced 8.95%
4,809 $781,000
Q1 2023

Apr 07, 2023
BUY
$147.24 - $158.33 $39,018 - $41,957
265 Added 5.28%
5,282 $813,000
Q4 2022

Feb 09, 2023
BUY
$144.84 - $158.71 $12,311 - $13,490
85 Added 1.72%
5,017 $761,000
Q3 2022

Oct 31, 2022
BUY
N/A
192 Added 4.05%
4,932 $667,000
Q2 2022

Jul 13, 2022
BUY
N/A
219 Added 4.84%
4,740 $680,000
Q1 2022

Apr 21, 2022
SELL
N/A
-182 Reduced 3.87%
4,521 $733,000
Q4 2021

Feb 14, 2022
BUY
N/A
4,703 New
4,703 $808,000

Others Institutions Holding VIG

# of Institutions
2,536
Shares Held
217M
Call Options Held
615K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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