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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$558K Buy
2024
Q3
$580K Buy
2024
Q2
$489K Buy
2024
Q1
$411K Buy
2023
Q4
$295K Buy