Kiely Wealth Advisory Group’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$2.2M	Sell	11,640 -954	-8%	-$180K	1.41%	11
2024 Q3	$2.45M	Sell	12,594 -386	-3%	-$75.2K	1.55%	10
2024 Q2	$2.32M	Buy	12,980 +1,706	+15%	+$305K	1.28%	8
2024 Q1	$1.97M	Buy	11,274 +454	+4%	+$79.5K	1.12%	8
2023 Q4	$1.83M	Buy	+10,820	New	+$1.83M	1.06%	8