Ownership history in Keystone Wealth Services, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in VANGUARD SPECIALIZED FUNDS (VIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 21,968 | +510 | +2.4% | 1.02% | $4.8M | $219.78 |
| 2025 Q3 | ADDED | 21,458 | +3,423 | +19.0% | 1.01% | $4.6M | $214.93 |
| 2025 Q2 | REDUCED | 18,035 | -1,612 | -8.2% | 0.89% | $3.7M | $203.03 |
| 2025 Q1 | REDUCED | 19,647 | -133 | -0.7% | 1.03% | $3.8M | $191.61 |
| 2024 Q4 | ADDED | 19,780 | +4,452 | +29.0% | 1.03% | $3.9M | $192.50 |
| 2024 Q3 | ADDED | 15,328 | +925 | +6.4% | 0.84% | $3.0M | $193.83 |
| 2024 Q2 | ADDED | 14,403 | +1,238 | +9.4% | 0.82% | $2.6M | $177.90 |
| 2024 Q1 | ADDED | 13,165 | +9,487 | +257.9% | 0.78% | $2.4M | $177.09 |
| 2023 Q4 | REDUCED | 3,678 | -1,031 | -21.9% | 0.21% | $627K | $164.55 |
| 2023 Q3 | REDUCED | 4,709 | -100 | -2.1% | 0.28% | $732K | $149.23 |
As of 2025 Q4 — sorted by position size