Key Financial Inc’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
758
+38
| +5% | +$10.6K | 0.04% | 267 |
|
|
2025
Q1 | $186K | Buy |
720
+92
| +15% | +$23.8K | 0.04% | 276 |
|
|
2024
Q4 | $166K | Sell |
628
-50
| -7% | -$13.2K | 0.04% | 279 |
|
|
2024
Q3 | $179K | Hold |
678
| – | – | 0.04% | 264 |
|
|
2024
Q2 | $164K | Buy |
678
+24
| +4% | +$5.81K | 0.04% | 266 |
|
|
2024
Q1 | $164K | Buy |
654
+65
| +11% | +$16.3K | 0.04% | 251 |
|
|
2023
Q4 | $137K | Sell |
589
-372
| -39% | -$86.6K | 0.04% | 253 |
|
|
2023
Q3 | $200K | Buy |
961
+1
| +0.1% | +$208 | 0.07% | 203 |
|
|
2023
Q2 | $211K | Buy |
960
+159
| +20% | +$35K | 0.07% | 201 |
|
|
2023
Q1 | $169K | Buy |
801
+130
| +19% | +$27.4K | 0.06% | 217 |
|
|
2022
Q4 | $126K | Hold |
671
| – | – | 0.06% | 222 |
|
|
2022
Q3 | $126K | Buy |
671
+78
| +13% | +$14.6K | 0.06% | 225 |
|
|
2022
Q2 | $118K | Buy |
593
+325
| +121% | +$64.7K | 0.06% | 215 |
|
|
2022
Q1 | $64K | Buy |
268
+51
| +24% | +$12.2K | 0.03% | 330 |
|
|
2021
Q4 | $55K | Hold |
217
| – | – | 0.03% | 341 |
|
|
2021
Q3 | $51K | Hold |
217
| – | – | 0.03% | 342 |
|
|
2021
Q2 | $52K | Buy |
217
+20
| +10% | +$4.79K | 0.03% | 351 |
|
|
2021
Q1 | $44K | Buy |
197
+23
| +13% | +$5.14K | 0.03% | 298 |
|
|
2020
Q4 | $36K | Buy |
+174
| New | +$36K | 0.03% | 299 |
|
|
2020
Q2 | – | Sell |
-332
| Closed | -$45K | – | 626 |
|
|
2020
Q1 | $45K | Buy |
+332
| New | +$45K | 0.05% | 229 |
|