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Kiely Wealth Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kiely Wealth Advisory Group’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$138K Hold
678
– – 0.09% 77
2024
Q3 		$137K Hold
678
– – 0.09% 77
2024
Q2 		$125K Hold
678
– – 0.07% 66
2024
Q1 		$120K Sell
678
-1,857
-73% -$326K 0.07% 63
2023
Q4 		$439K Buy
+2,535
New +$408K 0.25% 20

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q4 2024 at 678 shares worth $138K. The position accounts for 0.09% of the portfolio, ranked #77.

Kiely Wealth Advisory Group first reported a position in VIG in Q4 2023 and has held it in 5 quarters since. The position peaked at $439K in Q4 2023. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Kiely Wealth Advisory Group held 678 shares of Vanguard Dividend Appreciation ETF worth $138K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q4 2024.
  • Vanguard Dividend Appreciation ETF made up 0.09% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #77 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $439K in Q4 2023.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

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