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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$307K Hold
806
0.2% 42
2024
Q3
$294K Buy
806
+146
+22% +$53.3K 0.19% 46
2024
Q2
$207K Buy
660
+180
+38% +$56.5K 0.11% 42
2024
Q1
$143K Sell
480
-170
-26% -$50.8K 0.08% 54
2023
Q4
$185K Buy
+650
New +$185K 0.11% 50