Kiely Wealth Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$537K Buy
2,165
+885
+69% +$220K 0.35% 23
2024
Q3
$325K Buy
+1,280
New +$325K 0.21% 37