Key Financial Inc’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
1,907
+93
| +5% | +$61.7K | 0.25% | 75 |
|
|
2025
Q1 | $984K | Sell |
1,814
-3
| -0.2% | -$1.63K | 0.21% | 80 |
|
|
2024
Q4 | $1.13M | Hold |
1,817
| – | – | 0.26% | 71 |
|
|
2024
Q3 | $1.07M | Hold |
1,817
| – | – | 0.24% | 76 |
|
|
2024
Q2 | $1.05M | Hold |
1,817
| – | – | 0.25% | 71 |
|
|
2024
Q1 | $953K | Buy |
1,817
+7
| +0.4% | +$3.67K | 0.24% | 75 |
|
|
2023
Q4 | $876K | Hold |
1,810
| – | – | 0.24% | 81 |
|
|
2023
Q3 | $751K | Buy |
1,810
+34
| +2% | +$14.1K | 0.25% | 78 |
|
|
2023
Q2 | $785K | Buy |
1,776
+8
| +0.5% | +$3.54K | 0.26% | 74 |
|
|
2023
Q1 | $682K | Hold |
1,768
| – | – | 0.25% | 77 |
|
|
2022
Q4 | $543K | Hold |
1,768
| – | – | 0.26% | 75 |
|
|
2022
Q3 | $543K | Buy |
1,768
+25
| +1% | +$7.68K | 0.26% | 75 |
|
|
2022
Q2 | $571K | Buy |
1,743
+103
| +6% | +$33.7K | 0.31% | 61 |
|
|
2022
Q1 | $683K | Hold |
1,640
| – | – | 0.34% | 53 |
|
|
2021
Q4 | $751K | Buy |
1,640
+30
| +2% | +$13.7K | 0.38% | 52 |
|
|
2021
Q3 | $646K | Hold |
1,610
| – | – | 0.37% | 55 |
|
|
2021
Q2 | $664K | Buy |
1,610
+15
| +0.9% | +$6.19K | 0.37% | 53 |
|
|
2021
Q1 | $572K | Hold |
1,595
| – | – | 0.38% | 56 |
|
|
2020
Q4 | $564K | Buy |
1,595
+179
| +13% | +$63.3K | 0.42% | 48 |
|
|
2020
Q3 | $441K | Hold |
1,416
| – | – | 0.45% | 55 |
|
|
2020
Q2 | $388K | Hold |
1,416
| – | – | 0.44% | 56 |
|
|
2020
Q1 | $306K | Hold |
1,416
| – | – | 0.31% | 60 |
|
|
2019
Q4 | $347K | Buy |
+1,416
| New | +$347K | 0.33% | 71 |
|