Kiely Wealth Advisory Group, Inc. Vanguard Small Cap Value ETF Transaction History

Kiely Wealth Advisory Group, Inc.

  • $158 Billion
  • Q3 2024

A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 2,740 shares of VBR stock, worth $546,465. This represents 0.37% of its overall portfolio holdings.

Number of Shares
2,740
Previous 2,622 4.5%
Holding current value
$546,465
Previous $489 Million 18.7%
% of portfolio
0.37%
Previous 0.27%

Shares

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

Nov 14, 2024
BUY
$179.99 - $201.6 $21,238 - $23,788
118 Added 4.5%
2,740 $580 Million
Q2 2024

Aug 13, 2024
BUY
$177.65 - $191.11 $67,507 - $72,621
380 Added 16.95%
2,622 $489 Million
Q1 2024

May 14, 2024
BUY
$172.45 - $191.88 $101,917 - $113,401
591 Added 35.8%
2,242 $411 Million
Q4 2023

Feb 08, 2024
BUY
$149.18 - $181.94 $246,296 - $300,382
1,651 New
1,651 $295 Million

Others Institutions Holding VBR

# of Institutions
1,544
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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