KWAG
Kiely Wealth Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.78M | Buy |
13,988
+574
| +4% | +$319K | 5.01% | 6 |
|
|
2024
Q3 | $7.37M | Buy |
13,414
+1,990
| +17% | +$1.09M | 4.67% | 5 |
|
|
2024
Q2 | $5.55M | Buy |
11,424
+1,008
| +10% | +$490K | 3.06% | 6 |
|
|
2024
Q1 | $4.88M | Buy |
10,416
+772
| +8% | +$362K | 2.78% | 6 |
|
|
2023
Q4 | $4.33M | Buy |
+9,644
| New | +$4.33M | 2.51% | 6 |
|