Key Financial Inc’s AdvisorShares Vice ETF VICE Stock Holding History

Key Financial Inc’s Portfolio VICE Stock Details VICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-815	Closed	-$23.5K	–	1398
2023 Q2	$23.5K	Hold	815	–	–	0.01%	543
2023 Q1	$22.9K	Hold	815	–	–	0.01%	523
2022 Q4	$19.3K	Hold	815	–	–	0.01%	500
2022 Q3	$19K	Hold	815	–	–	0.01%	509
2022 Q2	$21K	Hold	815	–	–	0.01%	500
2022 Q1	$25K	Hold	815	–	–	0.01%	465
2021 Q4	$27K	Hold	815	–	–	0.01%	437
2021 Q3	$26K	Hold	815	–	–	0.01%	428
2021 Q2	$26K	Hold	815	–	–	0.01%	434
2021 Q1	$28K	Hold	815	–	–	0.02%	351
2020 Q4	$25K	Buy	+815	New	+$23.2K	0.02%	340

Other funds holding VICE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Key Financial Inc's VICE Position: Q3 2023 in Review

Key Financial Inc sold out of AdvisorShares Vice ETF (VICE) in Q3 2023, closing a stake of 815 shares — an estimated $23.5K sold.

Key Financial Inc first reported a position in VICE in Q4 2020 and held it in 11 quarters. The position peaked at $28K in Q1 2021. 7 funds tracked by Wall St. Rank hold VICE as of Q3 2023.

Key Financial Inc reported no remaining AdvisorShares Vice ETF position as of Q3 2023 after selling out during the quarter.
Key Financial Inc sold 815 AdvisorShares Vice ETF shares in Q3 2023, an estimated $23.5K.
Key Financial Inc first reported a position in AdvisorShares Vice ETF in Q4 2020 and held it in 11 quarters.
Key Financial Inc's AdvisorShares Vice ETF position peaked at $28K in Q1 2021.
7 funds tracked by Wall St. Rank held AdvisorShares Vice ETF as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.