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Kiely Wealth Advisory Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Kiely Wealth Advisory Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$148K Hold
494
– – 0.1% 73
2024
Q3 		$147K Hold
494
– – 0.09% 75
2024
Q2 		$129K Hold
494
– – 0.07% 65
2024
Q1 		$125K Hold
494
– – 0.07% 62
2023
Q4 		$120K Buy
+494
New +$120K 0.07% 64