Key Financial Inc’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Sell |
|
|||||
|
2025
Q1 | $861K | Buy |
|
|||||
|
2024
Q4 | $573K | Buy |
|
|||||
|
2024
Q3 | $497K | Hold |
|
|||||
|
2024
Q2 | $471K | Buy |
|
|||||
|
2024
Q1 | $423K | Sell |
|
|||||
|
2023
Q4 | $417K | Sell |
|
|||||
|
2023
Q3 | $380K | Buy |
|
|||||
|
2023
Q2 | $380K | Buy |
|
|||||
|
2023
Q1 | $316K | Buy |
|
|||||
|
2022
Q4 | $261K | Hold |
|
|||||
|
2022
Q3 | $261K | Hold |
|
|||||
|
2022
Q2 | $279K | Buy |
|
|||||
|
2022
Q1 | $100K | Sell |
|
|||||
|
2021
Q4 | $130K | Sell |
|
|||||
|
2021
Q3 | $123K | Hold |
|
|||||
|
2021
Q2 | $126K | Buy |
|
|||||
|
2021
Q1 | $90K | Hold |
|
|||||
|
2020
Q4 | $85K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $56K | Buy |
|