Key Financial Inc’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Buy |
13,688
+445
| +3% | +$22K | 0.14% | 129 |
|
|
2025
Q1 | $599K | Sell |
13,243
-1,294
| -9% | -$58.6K | 0.13% | 137 |
|
|
2024
Q4 | $640K | Buy |
14,537
+1,118
| +8% | +$49.2K | 0.15% | 127 |
|
|
2024
Q3 | $642K | Sell |
13,419
-1,714
| -11% | -$82K | 0.14% | 130 |
|
|
2024
Q2 | $662K | Buy |
15,133
+597
| +4% | +$26.1K | 0.16% | 114 |
|
|
2024
Q1 | $607K | Sell |
14,536
-1,789
| -11% | -$74.7K | 0.15% | 116 |
|
|
2023
Q4 | $671K | Hold |
16,325
| – | – | 0.18% | 99 |
|
|
2023
Q3 | $640K | Buy |
16,325
+185
| +1% | +$7.25K | 0.22% | 90 |
|
|
2023
Q2 | $657K | Buy |
16,140
+4,467
| +38% | +$182K | 0.22% | 89 |
|
|
2023
Q1 | $472K | Buy |
11,673
+1,645
| +16% | +$66.5K | 0.17% | 112 |
|
|
2022
Q4 | $366K | Hold |
10,028
| – | – | 0.17% | 110 |
|
|
2022
Q3 | $366K | Buy |
10,028
+2,034
| +25% | +$74.2K | 0.17% | 112 |
|
|
2022
Q2 | $331K | Buy |
7,994
+297
| +4% | +$12.3K | 0.18% | 106 |
|
|
2022
Q1 | $355K | Sell |
7,697
-863
| -10% | -$39.8K | 0.18% | 110 |
|
|
2021
Q4 | $423K | Buy |
8,560
+403
| +5% | +$19.9K | 0.21% | 91 |
|
|
2021
Q3 | $408K | Hold |
8,157
| – | – | 0.23% | 87 |
|
|
2021
Q2 | $417K | Buy |
8,157
+775
| +10% | +$39.6K | 0.23% | 89 |
|
|
2021
Q1 | $384K | Buy |
7,382
+428
| +6% | +$22.3K | 0.25% | 81 |
|
|
2020
Q4 | $348K | Hold |
6,954
| – | – | 0.26% | 75 |
|
|
2020
Q3 | $301K | Sell |
6,954
-131
| -2% | -$5.67K | 0.31% | 79 |
|
|
2020
Q2 | $282K | Sell |
7,085
-211
| -3% | -$8.4K | 0.32% | 79 |
|
|
2020
Q1 | $244K | Sell |
7,296
-649
| -8% | -$21.7K | 0.25% | 79 |
|
|
2019
Q4 | $353K | Buy |
+7,945
| New | +$353K | 0.33% | 70 |
|