KWAG
Kiely Wealth Advisory Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $597K | Sell |
3,613
-232
| -6% | -$38.3K | 0.38% | 18 |
|
|
2024
Q3 | $661K | Sell |
3,845
-5,201
| -57% | -$894K | 0.42% | 14 |
|
|
2024
Q2 | $1.4M | Buy |
9,046
+953
| +12% | +$148K | 0.77% | 10 |
|
|
2024
Q1 | $1.22M | Buy |
8,093
+737
| +10% | +$111K | 0.7% | 10 |
|
|
2023
Q4 | $1.06M | Buy |
+7,356
| New | +$1.06M | 0.61% | 10 |
|