KFI
Key Financial Inc’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
4,763
-800
| -14% | -$228K | 0.27% | 67 |
|
|
2025
Q1 | $1.43M | Buy |
5,563
+4,943
| +797% | +$1.27M | 0.31% | 62 |
|
|
2024
Q4 | $167K | Buy |
620
+25
| +4% | +$6.74K | 0.04% | 277 |
|
|
2024
Q3 | $157K | Hold |
595
| – | – | 0.03% | 276 |
|
|
2024
Q2 | $149K | Hold |
595
| – | – | 0.04% | 271 |
|
|
2024
Q1 | $143K | Hold |
595
| – | – | 0.04% | 261 |
|
|
2023
Q4 | $130K | Sell |
595
-92
| -13% | -$20.1K | 0.04% | 260 |
|
|
2023
Q3 | $134K | Sell |
687
-69
| -9% | -$13.5K | 0.05% | 245 |
|
|
2023
Q2 | $153K | Hold |
756
| – | – | 0.05% | 238 |
|
|
2023
Q1 | $141K | Buy |
756
+409
| +118% | +$76.4K | 0.05% | 236 |
|
|
2022
Q4 | $56.8K | Hold |
347
| – | – | 0.03% | 340 |
|
|
2022
Q3 | $57K | Buy |
347
+214
| +161% | +$35.2K | 0.03% | 343 |
|
|
2022
Q2 | $23K | Hold |
133
| – | – | 0.01% | 485 |
|
|
2022
Q1 | $28K | Hold |
133
| – | – | 0.01% | 445 |
|
|
2021
Q4 | $29K | Hold |
133
| – | – | 0.01% | 424 |
|
|
2021
Q3 | $27K | Hold |
133
| – | – | 0.02% | 423 |
|
|
2021
Q2 | $27K | Hold |
133
| – | – | 0.02% | 426 |
|
|
2021
Q1 | $25K | Hold |
133
| – | – | 0.02% | 367 |
|
|
2020
Q4 | $23K | Buy |
+133
| New | +$23K | 0.02% | 357 |
|
|
2020
Q2 | – | Sell |
-133
| Closed | -$16K | – | 634 |
|
|
2020
Q1 | $16K | Buy |
+133
| New | +$16K | 0.02% | 352 |
|