Key Financial Inc’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
4,542
-39
| -0.9% | -$17.1K | 0.4% | 50 |
|
|
2025
Q1 | $1.7M | Buy |
4,581
+39
| +0.9% | +$14.5K | 0.37% | 56 |
|
|
2024
Q4 | $1.86M | Buy |
4,542
+7
| +0.2% | +$2.87K | 0.42% | 48 |
|
|
2024
Q3 | $1.74M | Buy |
4,535
+6
| +0.1% | +$2.3K | 0.38% | 52 |
|
|
2024
Q2 | $1.69M | Buy |
4,529
+240
| +6% | +$89.8K | 0.41% | 49 |
|
|
2024
Q1 | $1.48M | Hold |
4,289
| – | – | 0.38% | 53 |
|
|
2023
Q4 | $1.33M | Sell |
4,289
-132
| -3% | -$41K | 0.36% | 55 |
|
|
2023
Q3 | $1.2M | Hold |
4,421
| – | – | 0.41% | 52 |
|
|
2023
Q2 | $1.25M | Buy |
4,421
+27
| +0.6% | +$7.64K | 0.41% | 47 |
|
|
2023
Q1 | $1.1M | Buy |
4,394
+2,205
| +101% | +$550K | 0.4% | 49 |
|
|
2022
Q4 | $468K | Hold |
2,189
| – | – | 0.22% | 89 |
|
|
2022
Q3 | $468K | Buy |
2,189
+367
| +20% | +$78.5K | 0.22% | 89 |
|
|
2022
Q2 | $410K | Buy |
1,822
+184
| +11% | +$41.4K | 0.22% | 89 |
|
|
2022
Q1 | $471K | Buy |
1,638
+642
| +64% | +$185K | 0.23% | 81 |
|
|
2021
Q4 | $320K | Sell |
996
-158
| -14% | -$50.8K | 0.16% | 110 |
|
|
2021
Q3 | $335K | Hold |
1,154
| – | – | 0.19% | 102 |
|
|
2021
Q2 | $342K | Hold |
1,154
| – | – | 0.19% | 104 |
|
|
2021
Q1 | $297K | Buy |
1,154
+27
| +2% | +$6.95K | 0.2% | 102 |
|
|
2020
Q4 | $286K | Buy |
1,127
+216
| +24% | +$54.8K | 0.21% | 87 |
|
|
2020
Q3 | $207K | Buy |
+911
| New | +$207K | 0.21% | 108 |
|
|
2020
Q2 | – | Sell |
-881
| Closed | -$140K | – | 633 |
|
|
2020
Q1 | $140K | Buy |
+881
| New | +$140K | 0.14% | 120 |
|