Kiely Wealth Advisory Group, Inc. Vanguard S&P Mid Cap 400 Growt Transaction History

Kiely Wealth Advisory Group, Inc.

  • $158 Billion
  • Q3 2024

A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 1,785 shares of IVOG stock, worth $208,238. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,785
Previous 1,586 12.55%
Holding current value
$208,238
Previous $171 Million 26.19%
% of portfolio
0.14%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$105.49 - $116.32 $20,992 - $23,147
199 Added 12.55%
1,785 $215 Million
Q2 2024

Aug 13, 2024
BUY
$105.32 - $113.24 $63,297 - $68,057
601 Added 61.02%
1,586 $171 Million
Q1 2024

May 14, 2024
BUY
$95.22 - $113.45 $93,791 - $111,748
985 New
985 $107 Million

Others Institutions Holding IVOG

# of Institutions
144
Shares Held
3.19M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 GROWT

IVOG Quotes by TradingView
  • Ticker IVOG
  • Sector ETFs
  • Industry ETFs
More about IVOG
Track This Portfolio

Track Kiely Wealth Advisory Group, Inc. Portfolio

Follow Kiely Wealth Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kiely Wealth Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kiely Wealth Advisory Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email