Kiely Wealth Advisory Group’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$400K	Buy	2,714 +4	+0.1%	+$590	0.26%	36
2024 Q3	$425K	Sell	2,710 -78	-3%	-$12.2K	0.27%	25
2024 Q2	$387K	Sell	2,788 -13	-0.5%	-$1.8K	0.21%	23
2024 Q1	$375K	Sell	2,801 -1,825	-39%	-$244K	0.21%	24
2023 Q4	$617K	Buy	+4,626	New	+$617K	0.36%	14