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Kiely Wealth Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

Kiely Wealth Advisory Group’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$158K Hold
2,008
– – 0.1% 69
2024
Q3 		$156K Hold
2,008
– – 0.1% 72
2024
Q2 		$133K Hold
2,008
– – 0.07% 64
2024
Q1 		$127K Hold
2,008
– – 0.07% 60
2023
Q4 		$128K Buy
+2,008
New +$112K 0.07% 60

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kiely Wealth Advisory Group's VGT Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Vanguard Information Technology ETF (VGT) position steady in Q4 2024 at 2,008 shares worth $158K. The position accounts for 0.1% of the portfolio, ranked #69.

Kiely Wealth Advisory Group first reported a position in VGT in Q4 2023 and has held it in 5 quarters since. 1,734 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

  • Kiely Wealth Advisory Group held 2,008 shares of Vanguard Information Technology ETF worth $158K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Vanguard Information Technology ETF share count unchanged in Q4 2024.
  • Vanguard Information Technology ETF made up 0.1% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #69 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.