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Kiely Wealth Advisory Group’s Vontier VNT Stock Holding History

Kiely Wealth Advisory Group’s Portfolio VNT Stock Details VNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$655 Hold
17
– – ﹤0.01% 306
2024
Q3 		$674 Hold
17
– – ﹤0.01% 305
2024
Q2 		$569 Hold
17
– – ﹤0.01% 295
2024
Q1 		$703 Hold
17
– – ﹤0.01% 270
2023
Q4 		$592 Buy
+17
New +$553 ﹤0.01% 262

Other funds holding VNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Vontier (VNT) position steady in Q4 2024 at 17 shares worth $655. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Kiely Wealth Advisory Group first reported a position in VNT in Q4 2023 and has held it in 5 quarters since. The position peaked at $703 in Q1 2024. 480 funds tracked by Wall St. Rank hold VNT as of Q4 2024.

  • Kiely Wealth Advisory Group held 17 shares of Vontier worth $655 as of Q4 2024.
  • Kiely Wealth Advisory Group left its Vontier share count unchanged in Q4 2024.
  • Vontier made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #306 holding.
  • Kiely Wealth Advisory Group first reported a position in Vontier in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Vontier position peaked at $703 in Q1 2024.
  • 480 funds tracked by Wall St. Rank held Vontier as of Q4 2024.

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