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Kiely Wealth Advisory Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Kiely Wealth Advisory Group’s Portfolio IVOG Stock Details IVOG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$210K Buy
1,799
+14
+0.8% +$1.63K 0.14% 58
2024
Q3 		$215K Buy
1,785
+199
+13% +$24K 0.14% 57
2024
Q2 		$171K Buy
1,586
+601
+61% +$64.7K 0.09% 54
2024
Q1 		$107K Buy
+985
New +$107K 0.06% 71