Keystone Financial Services, LLC VOE Holdings History
Keystone Financial Services, LLC's Vanguard Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Keystone Financial Services, LLC held 24,483.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $3.93 Mil. This investment constitutes 3.33% of their stock portfolio, and Keystone Financial Services, LLC now holds 0.02% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2024Q4. And since then Keystone Financial Services, LLC has made 1 purchases of VOE, at an average price of $168.44, for a total of 24,483.00 shares. Based on historical transaction data and VOE's current price of $166.80, Keystone Financial Services, LLC's estimated gain on his VOE holdings is $-40,033.95, reflecting a -0.97% gain to date.
Keystone Financial Services, LLC VOE ($166.80) Holding Chart
Keystone Financial Services, LLC VOE ($166.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
