Kiely Wealth Advisory Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Kiely Wealth Advisory Group’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$89.9K	Sell	1,983 -1,443	-42%	-$67.1K	0.06%	95
2024 Q3	$157K	Hold	3,426	–	–	0.1%	71
2024 Q2	$149K	Hold	3,426	–	–	0.08%	57
2024 Q1	$146K	Hold	3,426	–	–	0.08%	53
2023 Q4	$138K	Buy	+3,426	New	+$136K	0.08%	59

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kiely Wealth Advisory Group's VWO Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 42% in Q4 2024, selling an estimated $67.1K and leaving 1,983 shares worth $89.9K. The position accounts for 0.06% of the portfolio, ranked #95.

Kiely Wealth Advisory Group first reported a position in VWO in Q4 2023 and has held it in 5 quarters since. The position peaked at $157K in Q3 2024. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

Kiely Wealth Advisory Group held 1,983 shares of Vanguard FTSE Emerging Markets ETF worth $89.9K as of Q4 2024.
Kiely Wealth Advisory Group sold 1,443 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $67.1K.
Vanguard FTSE Emerging Markets ETF made up 0.06% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #95 holding.
Kiely Wealth Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 5 quarters since.
Kiely Wealth Advisory Group's Vanguard FTSE Emerging Markets ETF position peaked at $157K in Q3 2024.
2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.