KFI
VG

Key Financial Inc’s Vonage Holdings Corporation VG Stock Holding History

Key Financial Inc’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,114
Closed -$117K – 1203
2022
Q2 		$117K Hold
6,114
– – 0.06% 216
2022
Q1 		$124K Hold
6,114
– – 0.06% 219
2021
Q4 		$127K Hold
6,114
– – 0.06% 202
2021
Q3 		$99K Hold
6,114
– – 0.06% 227
2021
Q2 		$87K Buy
+6,114
New +$83.5K 0.05% 253

Other funds holding VG

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Key Financial Inc's VG Position: Q3 2022 in Review

Key Financial Inc sold out of Vonage Holdings Corporation (VG) in Q3 2022, closing a stake of 6,114 shares — an estimated $117K sold.

Key Financial Inc first reported a position in VG in Q2 2021 and held it in 5 quarters. The position peaked at $127K in Q4 2021. 2 funds tracked by Wall St. Rank hold VG as of Q3 2022.

  • Key Financial Inc reported no remaining Vonage Holdings Corporation position as of Q3 2022 after selling out during the quarter.
  • Key Financial Inc sold 6,114 Vonage Holdings Corporation shares in Q3 2022, an estimated $117K.
  • Key Financial Inc first reported a position in Vonage Holdings Corporation in Q2 2021 and held it in 5 quarters.
  • Key Financial Inc's Vonage Holdings Corporation position peaked at $127K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q3 2022.

Based on Key Financial Inc's 13F filing for Q3 2022, filed 28 Oct 2022.