Keystone Wealth Services, LLC Vanguard Small Cap Value ETF Transaction History

Keystone Wealth Services, LLC

  • $351 Million
  • Q4 2024

A detailed history of Keystone Wealth Services, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 1,308 shares of VBR stock, worth $246,191. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,308
Holding current value
$246,191
% of portfolio
0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$197.36 - $217.3 $258,146 - $284,228
1,308 New
1,308 $259,000
Q4 2022

Feb 09, 2023
BUY
$147.25 - $169.54 $202,468 - $233,117
1,375 New
1,375 $218,000
Q2 2022

Jul 13, 2022
SELL
$146.67 - $178.24 $78,468 - $95,358
-535 Reduced 26.9%
1,454 $218,000
Q4 2021

Feb 14, 2022
BUY
$168.72 - $185.72 $335,584 - $369,397
1,989 New
1,989 $356,000

Others Institutions Holding VBR

# of Institutions
1,709
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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