Keystone Wealth Services, LLC Vanguard Mid Cap ETF Transaction History

Keystone Wealth Services, LLC

$340 Million
Q1 2025

A detailed history of Keystone Wealth Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 3,266 shares of VO stock, worth $881,003. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,266

Previous 3,255 0.34%

Holding current value

$881,003

Previous $859,000 2.33%

% of portfolio

0.25%

Previous 0.24%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$251.87 - $277.95 $2,770 - $3,057	11 Added 0.34%	3,266 $839,000
Q4 2024 Feb 06, 2025	BUY	$261.5 - $284.63 $160,299 - $174,478	613 Added 23.2%	3,255 $859,000
Q3 2024 Oct 15, 2024	SELL	$237.84 - $263.83 $94,898 - $105,268	-399 Reduced 13.12%	2,642 $697,000
Q2 2024 Jul 12, 2024	SELL	$234.99 - $248.98 $60,392 - $63,987	-257 Reduced 7.79%	3,041 $736,000
Q4 2023 Jan 17, 2024	SELL	$195.66 - $233.95 $418,908 - $500,886	-2,141 Reduced 39.36%	3,298 $767,000
Q3 2023 Oct 05, 2023	BUY	$206.6 - $228.23 $21,073 - $23,279	102 Added 1.91%	5,439 $1.13 Million
Q2 2023 Jul 20, 2023	BUY	$203.43 - $220.16 $1,627 - $1,761	8 Added 0.15%	5,337 $1.17 Million
Q1 2023 Apr 07, 2023	SELL	$200.2 - $225.98 $25,425 - $28,699	-127 Reduced 2.33%	5,329 $1.12 Million
Q4 2022 Feb 09, 2023	BUY	$186.57 - $217.26 $13,246 - $15,425	71 Added 1.32%	5,456 $1.11 Million
Q3 2022 Oct 31, 2022	BUY	$187.98 - $227.42 $19,737 - $23,879	105 Added 1.99%	5,385 $1.01 Million
Q2 2022 Jul 13, 2022	SELL	$190.36 - $240.41 $208,253 - $263,008	-1,094 Reduced 17.16%	5,280 $1.04 Million
Q1 2022 Apr 21, 2022	SELL	$219.86 - $253.39 $63,759 - $73,483	-290 Reduced 4.35%	6,374 $1.52 Million
Q4 2021 Feb 14, 2022	BUY	$236.98 - $261.2 $1.58 Million - $1.74 Million	6,664 New	6,664 $1.7 Million

Others Institutions Holding VO

# of Institutions

2,351

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Keystone Wealth Services, LLC Vanguard Mid Cap ETF Transaction History