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Vanguard S&p 500 Etf idx shares owned by Keystone Wealth Services

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Keystone Wealth Services from 13F filings

Historical chart of Keystone Wealth Services investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx 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 S&p 500 Etf idx by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 11k 527.67
2024-06-30 $5.2M 11k 500.14
2024-03-31 $5.2M 11k 480.69
2023-12-31 $4.9M 11k 436.80
2023-09-30 $5.0M 13k 392.69
2023-06-30 $4.9M 12k 407.29
2023-03-31 $4.4M 12k 376.08
2022-12-31 $4.2M 12k 351.35
2022-09-30 $3.7M 11k 328.28
2022-06-30 $3.8M 11k 346.88
2022-03-31 $6.0M 15k 415.16
2021-12-31 $6.9M 16k 436.58