Kiely Wealth Advisory Group, Inc. Vanguard Mid Cap Value Index F Transaction History

Kiely Wealth Advisory Group, Inc.

$155 Billion
Q4 2024

A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 3,613 shares of VOE stock, worth $596,036. This represents 0.38% of its overall portfolio holdings.

Number of Shares

3,613

Previous 3,845 6.03%

Holding current value

$596,036

Previous $661 Million 9.67%

% of portfolio

0.38%

Previous 0.42%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$160.89 - $176.18 $37,326 - $40,873	-232 Reduced 6.03%	3,613 $597 Million
Q3 2024 Nov 14, 2024	SELL	$149.02 - $167.67 $775,053 - $872,051	-5,201 Reduced 57.5%	3,845 $661 Million
Q2 2024 Aug 13, 2024	BUY	$146.82 - $155.77 $139,919 - $148,448	953 Added 11.78%	9,046 $1.4 Billion
Q1 2024 May 14, 2024	BUY	$141.07 - $155.91 $103,968 - $114,905	737 Added 10.02%	8,093 $1.22 Billion
Q4 2023 Feb 08, 2024	BUY	$124.27 - $145.8 $914,130 - $1.07 Million	7,356 New	7,356 $1.06 Billion

Others Institutions Holding VOE

# of Institutions

1,187

Shares Held

71.7M

Call Options Held

25.9K

Put Options Held

1.8K

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About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Kiely Wealth Advisory Group, Inc. Vanguard Mid Cap Value Index F Transaction History