KWAG
Kiely Wealth Advisory Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.91M | Sell |
53,516
-6,568
| -11% | -$603K | 3.16% | 8 |
|
|
2024
Q3 | $5.78M | Sell |
60,084
-10,570
| -15% | -$1.02M | 3.66% | 8 |
|
|
2024
Q2 | $5.89M | Buy |
70,654
+3,736
| +6% | +$311K | 3.24% | 5 |
|
|
2024
Q1 | $5.4M | Buy |
66,918
+5,419
| +9% | +$438K | 3.08% | 5 |
|
|
2023
Q4 | $4.89M | Buy |
+61,499
| New | +$4.89M | 2.83% | 5 |
|