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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$293K Buy
1,005
+2
+0.2% +$583 0.19% 48
2024
Q3
$292K Buy
1,003
+285
+40% +$83K 0.19% 47
2024
Q2
$177K Buy
718
+278
+63% +$68.5K 0.1% 50
2024
Q1
$109K Buy
440
+434
+7,233% +$107K 0.06% 69
2023
Q4
$1.43K Buy
+6
New +$1.43K ﹤0.01% 253