KWAG
Kiely Wealth Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.6M | Sell |
48,769
-1,141
| -2% | -$317K | 8.72% | 3 |
|
|
2024
Q3 | $13.8M | Sell |
49,910
-2,098
| -4% | -$582K | 8.77% | 3 |
|
|
2024
Q2 | $12.7M | Buy |
52,008
+153
| +0.3% | +$37.3K | 6.98% | 4 |
|
|
2024
Q1 | $12.5M | Buy |
51,855
+1,079
| +2% | +$261K | 7.14% | 4 |
|
|
2023
Q4 | $11.8M | Buy |
+50,776
| New | +$11.8M | 6.8% | 4 |
|