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Kiely Wealth Advisory Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Kiely Wealth Advisory Group’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$307K Hold
4,836
– – 0.2% 42
2024
Q3 		$294K Buy
4,836
+876
+22% +$48.6K 0.19% 46
2024
Q2 		$207K Buy
3,960
+1,080
+38% +$56K 0.11% 42
2024
Q1 		$143K Sell
2,880
-1,020
-26% -$49.3K 0.08% 54
2023
Q4 		$185K Buy
+3,900
New +$167K 0.11% 50

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q4 2024 at 4,836 shares worth $307K. The position accounts for 0.2% of the portfolio, ranked #42.

Kiely Wealth Advisory Group first reported a position in VOOG in Q4 2023 and has held it in 5 quarters since. 576 funds tracked by Wall St. Rank hold VOOG as of Q4 2024.

  • Kiely Wealth Advisory Group held 4,836 shares of Vanguard S&P 500 Growth ETF worth $307K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Vanguard S&P 500 Growth ETF share count unchanged in Q4 2024.
  • Vanguard S&P 500 Growth ETF made up 0.2% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #42 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 576 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2024.

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