Keystone Wealth Services, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Keystone Wealth Services, LLC

$351 Million
Q4 2024

A detailed history of Keystone Wealth Services, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 13,596 shares of VOO stock, worth $7.16 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares

13,596

Previous 10,873 25.04%

Holding current value

$7.16 Million

Previous $5.74 Million 27.68%

% of portfolio

2.09%

Previous 1.71%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$521.84 - $558.82 $1.42 Million - $1.52 Million	2,723 Added 25.04%	13,596 $7.33 Million
Q3 2024 Oct 15, 2024	BUY	$475.2 - $527.7 $181,526 - $201,581	382 Added 3.64%	10,873 $5.74 Million
Q2 2024 Jul 12, 2024	SELL	$455.1 - $504.28 $116,505 - $129,095	-256 Reduced 2.38%	10,491 $5.25 Million
Q1 2024 Apr 12, 2024	SELL	$429.43 - $481.35 $164,901 - $184,838	-384 Reduced 3.45%	10,747 $5.17 Million
Q4 2023 Jan 17, 2024	SELL	$377.32 - $438.19 $586,732 - $681,385	-1,555 Reduced 12.26%	11,131 $4.86 Million
Q3 2023 Oct 05, 2023	BUY	$392.7 - $420.68 $254,862 - $273,021	649 Added 5.39%	12,686 $4.98 Million
Q2 2023 Jul 20, 2023	BUY	$371.44 - $407.28 $78,002 - $85,528	210 Added 1.78%	12,037 $4.9 Million
Q1 2023 Apr 07, 2023	SELL	$348.66 - $382.94 $10,808 - $11,871	-31 Reduced 0.26%	11,827 $4.45 Million
Q4 2022 Feb 09, 2023	BUY	$327.64 - $374.54 $171,355 - $195,884	523 Added 4.61%	11,858 $4.17 Million
Q3 2022 Oct 31, 2022	BUY	$328.3 - $395.04 $127,708 - $153,670	389 Added 3.55%	11,335 $3.72 Million
Q2 2022 Jul 13, 2022	SELL	$337.07 - $419.85 $1.19 Million - $1.49 Million	-3,540 Reduced 24.44%	10,946 $3.8 Million
Q1 2022 Apr 21, 2022	SELL	$382.7 - $439.25 $538,841 - $618,464	-1,408 Reduced 8.86%	14,486 $6.01 Million
Q4 2021 Feb 14, 2022	BUY	$394.21 - $439.01 $6.27 Million - $6.98 Million	15,894 New	15,894 $6.94 Million

Others Institutions Holding VOO

# of Institutions

3,523

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Keystone Wealth Services, LLC Vanguard Index Fds S&P 500 ETF Transaction History