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

Keystone Wealth Services, LLC

  • $351 Million
  • Q4 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 5,769 shares of VYM stock, worth $748,758. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,769
Previous 6,011 4.03%
Holding current value
$748,758
Previous $770,000 4.42%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Feb 06, 2025
SELL
$126.68 - $134.74 $30,656 - $32,607
-242 Reduced 4.03%
5,769 $736,000
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
1,955
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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