Keystone Financial Services, LLC VOO Holdings History
Keystone Financial Services, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Keystone Financial Services, LLC held 2,075.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.07 Mil. This investment constitutes 0.9% of their stock portfolio, and Keystone Financial Services, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. And since then Keystone Financial Services, LLC has made 1 purchases of VOO, at an average price of $540.98, for a total of 2,075.00 shares. Based on historical transaction data and VOO's current price of $576.13, Keystone Financial Services, LLC's estimated gain on his VOO holdings is $72,935.29, reflecting a 6.50% gain to date.
Keystone Financial Services, LLC VOO ($576.13) Holding Chart
Keystone Financial Services, LLC VOO ($576.13) 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 % | |||
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