KWAG
VOE icon

Kiely Wealth Advisory Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Kiely Wealth Advisory Group’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$597K Sell
3,613
-232
-6% -$39.1K 0.38% 18
2024
Q3 		$661K Sell
3,845
-5,201
-57% -$827K 0.42% 14
2024
Q2 		$1.4M Buy
9,046
+953
+12% +$145K 0.77% 10
2024
Q1 		$1.22M Buy
8,093
+737
+10% +$108K 0.7% 10
2023
Q4 		$1.06M Buy
+7,356
New +$988K 0.61% 10

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Kiely Wealth Advisory Group reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 6% in Q4 2024, selling an estimated $39.1K and leaving 3,613 shares worth $597K. The position accounts for 0.38% of the portfolio, ranked #18.

Kiely Wealth Advisory Group first reported a position in VOE in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.4M in Q2 2024. 1,110 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

  • Kiely Wealth Advisory Group held 3,613 shares of Vanguard Mid-Cap Value ETF worth $597K as of Q4 2024.
  • Kiely Wealth Advisory Group sold 232 Vanguard Mid-Cap Value ETF shares in Q4 2024, an estimated $39.1K.
  • Vanguard Mid-Cap Value ETF made up 0.38% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #18 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Vanguard Mid-Cap Value ETF position peaked at $1.4M in Q2 2024.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2024.

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