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Kiely Wealth Advisory Group’s Vanguard Industrials ETF VIS Stock Holding History

Kiely Wealth Advisory Group’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$34.2K Hold
128
– – 0.02% 138
2024
Q3 		$35.3K Hold
128
– – 0.02% 135
2024
Q2 		$30.5K Hold
128
– – 0.02% 131
2024
Q1 		$30.5K Hold
128
– – 0.02% 118
2023
Q4 		$28.1K Buy
+128
New +$25.8K 0.02% 121

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Vanguard Industrials ETF (VIS) position steady in Q4 2024 at 128 shares worth $34.2K. The position accounts for 0.02% of the portfolio, ranked #138.

Kiely Wealth Advisory Group first reported a position in VIS in Q4 2023 and has held it in 5 quarters since. The position peaked at $35.3K in Q3 2024. 503 funds tracked by Wall St. Rank hold VIS as of Q4 2024.

  • Kiely Wealth Advisory Group held 128 shares of Vanguard Industrials ETF worth $34.2K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Vanguard Industrials ETF share count unchanged in Q4 2024.
  • Vanguard Industrials ETF made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #138 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard Industrials ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Vanguard Industrials ETF position peaked at $35.3K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2024.

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