Kiely Wealth Advisory Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$657K Buy
2,371
+2
+0.1% +$554 0.42% 17
2024
Q3
$625K Buy
2,369
+1
+0% +$264 0.4% 16
2024
Q2
$532K Buy
2,368
+101
+4% +$22.7K 0.29% 14
2024
Q1
$517K Hold
2,267
0.29% 15
2023
Q4
$497K Buy
+2,267
New +$497K 0.29% 17