Key Financial Inc’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Sell |
1,585
-91
| -5% | -$51.7K | 0.18% | 107 |
|
|
2025
Q1 | $861K | Buy |
1,676
+612
| +58% | +$315K | 0.19% | 99 |
|
|
2024
Q4 | $573K | Buy |
1,064
+122
| +13% | +$65.7K | 0.13% | 137 |
|
|
2024
Q3 | $497K | Hold |
942
| – | – | 0.11% | 157 |
|
|
2024
Q2 | $471K | Buy |
942
+62
| +7% | +$31K | 0.11% | 148 |
|
|
2024
Q1 | $423K | Sell |
880
-74
| -8% | -$35.6K | 0.11% | 154 |
|
|
2023
Q4 | $417K | Sell |
954
-13
| -1% | -$5.68K | 0.11% | 148 |
|
|
2023
Q3 | $380K | Buy |
967
+33
| +4% | +$13K | 0.13% | 136 |
|
|
2023
Q2 | $380K | Buy |
934
+95
| +11% | +$38.7K | 0.13% | 139 |
|
|
2023
Q1 | $316K | Buy |
839
+43
| +5% | +$16.2K | 0.12% | 149 |
|
|
2022
Q4 | $261K | Hold |
796
| – | – | 0.12% | 138 |
|
|
2022
Q3 | $261K | Hold |
796
| – | – | 0.12% | 140 |
|
|
2022
Q2 | $279K | Buy |
796
+555
| +230% | +$195K | 0.15% | 118 |
|
|
2022
Q1 | $100K | Sell |
241
-57
| -19% | -$23.7K | 0.05% | 246 |
|
|
2021
Q4 | $130K | Sell |
298
-15
| -5% | -$6.54K | 0.07% | 197 |
|
|
2021
Q3 | $123K | Hold |
313
| – | – | 0.07% | 196 |
|
|
2021
Q2 | $126K | Buy |
313
+65
| +26% | +$26.2K | 0.07% | 197 |
|
|
2021
Q1 | $90K | Hold |
248
| – | – | 0.06% | 203 |
|
|
2020
Q4 | $85K | Buy |
+248
| New | +$85K | 0.06% | 192 |
|
|
2020
Q2 | – | Sell |
-233
| Closed | -$56K | – | 627 |
|
|
2020
Q1 | $56K | Buy |
+233
| New | +$56K | 0.06% | 203 |
|