Keystone Wealth Services, LLC Vanguard Mid Cap ETF Transaction History

Keystone Wealth Services, LLC

  • $351 Million
  • Q4 2024

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 3,255 shares of VO stock, worth $897,370. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,255
Previous 2,642 23.2%
Holding current value
$897,370
Previous $697,000 23.24%
% of portfolio
0.24%
Previous 0.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,268
Shares Held
187M
Call Options Held
55.1K
Put Options Held
13.3K
View Full List

About VANGUARD MID-CAP ETF

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