KWAG
Kiely Wealth Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $558K | Buy |
2,746
+6
| +0.2% | +$1.22K | 0.36% | 21 |
|
|
2024
Q3 | $580K | Buy |
2,740
+118
| +5% | +$25K | 0.37% | 17 |
|
|
2024
Q2 | $489K | Buy |
2,622
+380
| +17% | +$70.8K | 0.27% | 19 |
|
|
2024
Q1 | $411K | Buy |
2,242
+591
| +36% | +$108K | 0.23% | 18 |
|
|
2023
Q4 | $295K | Buy |
+1,651
| New | +$295K | 0.17% | 33 |
|