Keystone Wealth Services, LLC Vanguard Whitehall Fds (Vangua Transaction History

Keystone Wealth Services, LLC

$336 Million
Q3 2024

A detailed history of Keystone Wealth Services, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 6,011 shares of VYM stock, worth $785,637. This represents 0.23% of its overall portfolio holdings.

Number of Shares

6,011

Previous 5,092 18.05%

Holding current value

$785,637

Previous $603,000 27.69%

% of portfolio

0.23%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$117.9 - $128.2 $108,350 - $117,815	919 Added 18.05%	6,011 $770,000
Q2 2024 Jul 12, 2024	SELL	$114.71 - $121.51 $20,533 - $21,750	-179 Reduced 3.4%	5,092 $603,000
Q1 2024 Apr 12, 2024	SELL	$109.98 - $120.99 $138,794 - $152,689	-1,262 Reduced 19.32%	5,271 $637,000
Q4 2023 Jan 17, 2024	SELL	$98.71 - $111.84 $9,871 - $11,184	-100 Reduced 1.51%	6,533 $729,000
Q3 2023 Oct 05, 2023	BUY	$103.32 - $110.34 $7,439 - $7,944	72 Added 1.1%	6,633 $685,000
Q2 2023 Jul 20, 2023	BUY	$101.36 - $107.68 $55,342 - $58,793	546 Added 9.08%	6,561 $695,000
Q1 2023 Apr 07, 2023	BUY	$100.82 - $111.44 $73,094 - $80,794	725 Added 13.71%	6,015 $634,000
Q4 2022 Feb 09, 2023	BUY	$96.14 - $113.15 $508,580 - $598,563	5,290 New	5,290 $572,000

Others Institutions Holding VYM

# of Institutions

1,795

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
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Keystone Wealth Services, LLC Vanguard Whitehall Fds (Vangua Transaction History