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Vanguard Growth ETF shares owned by Keystone Wealth Services

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Keystone Wealth Services from 13F filings

Historical chart of Keystone Wealth Services investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $275k 798 344.34
2023-12-31 $248k 798 310.95
2022-06-30 $253k 1.1k 223.30
2022-03-31 $700k 2.4k 287.59
2021-12-31 $1.7M 5.2k 320.99

More positions owned by Keystone Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
ConocoPhillips (COP)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
Ishares Tr Esg Awr Msci Usa (ESGU)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Ishares Tr Core Total Usd (IUSB)

View all positions for Keystone Wealth Services

Top funds holding Vanguard Growth ETF

Bank of America Corporation
UBS Group
Tiaa Trust, National Association
Wells Fargo & Company
EP Wealth Advisors
Adviser Investments
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
D.A. Davidson & Co.
Royal Bank of Canada
Commonwealth Equity Services
Sei Investments
Jpmorgan Chase & Co
Mariner Wealth Advisors

View all funds holding Vanguard Growth ETF