Keystone Wealth Services, LLC Vanguard Growth ETF Transaction History

Keystone Wealth Services, LLC

  • $336 Million
  • Q3 2024

A detailed history of Keystone Wealth Services, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 1,317 shares of VUG stock, worth $561,331. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,317
Previous 798 65.04%
Holding current value
$561,331
Previous $298,000 69.46%
% of portfolio
0.15%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$341.08 - $391.94 $177,020 - $203,416
519 Added 65.04%
1,317 $505,000
Q4 2023

Jan 17, 2024
BUY
$261.54 - $312.16 $208,708 - $249,103
798 New
798 $248,000
Q2 2022

Jul 13, 2022
SELL
$214.97 - $293.87 $279,675 - $382,324
-1,301 Reduced 53.45%
1,133 $253,000
Q1 2022

Apr 21, 2022
SELL
$254.37 - $323.09 $693,158 - $880,420
-2,725 Reduced 52.82%
2,434 $700,000
Q4 2021

Feb 14, 2022
BUY
$287.0 - $325.67 $1.48 Million - $1.68 Million
5,159 New
5,159 $1.66 Million

Others Institutions Holding VUG

# of Institutions
2,374
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Keystone Wealth Services, LLC Portfolio

Follow Keystone Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email