KFI
Key Financial Inc’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
2,251
+5
| +0.2% | +$1.39K | 0.13% | 141 |
|
|
2025
Q1 | $565K | Sell |
2,246
-49
| -2% | -$12.3K | 0.12% | 149 |
|
|
2024
Q4 | $643K | Hold |
2,295
| – | – | 0.15% | 126 |
|
|
2024
Q3 | $614K | Hold |
2,295
| – | – | 0.14% | 136 |
|
|
2024
Q2 | $574K | Buy |
2,295
+16
| +0.7% | +$4K | 0.14% | 131 |
|
|
2024
Q1 | $594K | Sell |
2,279
-108
| -5% | -$28.2K | 0.15% | 118 |
|
|
2023
Q4 | $577K | Hold |
2,387
| – | – | 0.16% | 109 |
|
|
2023
Q3 | $511K | Hold |
2,387
| – | – | 0.17% | 103 |
|
|
2023
Q2 | $548K | Hold |
2,387
| – | – | 0.18% | 99 |
|
|
2023
Q1 | $517K | Buy |
2,387
+126
| +6% | +$27.3K | 0.19% | 99 |
|
|
2022
Q4 | $441K | Hold |
2,261
| – | – | 0.21% | 96 |
|
|
2022
Q3 | $441K | Hold |
2,261
| – | – | 0.21% | 96 |
|
|
2022
Q2 | $451K | Hold |
2,261
| – | – | 0.24% | 78 |
|
|
2022
Q1 | $561K | Hold |
2,261
| – | – | 0.28% | 65 |
|
|
2021
Q4 | $637K | Hold |
2,261
| – | – | 0.32% | 60 |
|
|
2021
Q3 | $633K | Hold |
2,261
| – | – | 0.36% | 57 |
|
|
2021
Q2 | $647K | Hold |
2,261
| – | – | 0.36% | 55 |
|
|
2021
Q1 | $621K | Hold |
2,261
| – | – | 0.41% | 50 |
|
|
2020
Q4 | $605K | Hold |
2,261
| – | – | 0.45% | 46 |
|
|
2020
Q3 | $486K | Hold |
2,261
| – | – | 0.5% | 52 |
|
|
2020
Q2 | $444K | Buy |
2,261
+38
| +2% | +$7.46K | 0.51% | 52 |
|
|
2020
Q1 | $338K | Sell |
2,223
-1,699
| -43% | -$258K | 0.35% | 55 |
|
|
2019
Q4 | $779K | Buy |
+3,922
| New | +$779K | 0.73% | 32 |
|