Number of Shares
39,170.00
Current Holdings Value*
$13.10 Mil
% of Portfolio
11.09%
Total Estimate Gain
$1.76 Mil
% of Total Estimate Gain
12.46%

Keystone Financial Services, LLC's Vanguard S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Keystone Financial Services, LLC held 39,170.00 shares of Vanguard S&P 500 Growth ETF(VOOG), totaling $13.10 Mil. This investment constitutes 11.09% of their stock portfolio, and Keystone Financial Services, LLC now holds 0.08% of the outstanding Vanguard S&P 500 Growth ETF(VOOG) stock.

The initial trade took place in 2024Q4. And since then Keystone Financial Services, LLC has made 1 purchases of VOOG, at an average price of $360.32, for a total of 39,170.00 shares. Based on historical transaction data and VOOG's current price of $405.22, Keystone Financial Services, LLC's estimated gain on his VOOG holdings is $1.76 Mil, reflecting a 12.46% gain to date.

Keystone Financial Services, LLC VOOG ($405.22) Holding Chart

Keystone Financial Services, LLC VOOG ($405.22) 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