Key Financial Inc VV Holdings History

Number of Shares
5,563.00
Current Holdings Value*
$1.43 Mil
% of Portfolio
0.31%
Total Estimate Gain
$152,760.08
% of Total Estimate Gain
10.19%

Key Financial Inc's Vanguard Large Cap ETF Holding Summary

As of 2025-03-31, Key Financial Inc held 5,563.00 shares of Vanguard Large Cap ETF(VV), totaling $1.43 Mil. This investment constitutes 0.31% of their stock portfolio, and Key Financial Inc now holds 0% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2020Q1. And since then Key Financial Inc has made 6 purchases of VV, at an average price of $256.04, for a total of 5,857.00 shares. In addition, there have been 3 sales at an average price of $172.77 for 294.00 shares. Based on historical transaction data and VV's current price of $287.90, Key Financial Inc's estimated gain on his VV holdings is $152,760.08, reflecting a 10.19% gain to date.

Key Financial Inc VV ($287.90) Holding Chart

Key Financial Inc VV ($287.90) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1