KWAG
Kiely Wealth Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $433K | Buy |
3,254
+1,004
| +45% | +$134K | 0.28% | 31 |
|
|
2024
Q3 | $297K | Buy |
2,250
+1,667
| +286% | +$220K | 0.19% | 44 |
|
|
2024
Q2 | $70K | Buy |
583
+569
| +4,064% | +$68.3K | 0.04% | 91 |
|
|
2024
Q1 | $1.65K | Hold |
14
| – | – | ﹤0.01% | 257 |
|
|
2023
Q4 | $1.58K | Buy |
+14
| New | +$1.58K | ﹤0.01% | 250 |
|