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

Kiely Wealth Advisory Group, Inc.

  • $181 Billion
  • Q2 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 2,622 shares of VBR stock, worth $523,167. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,622
Previous 2,242 16.95%
Holding current value
$523,167
Previous $411 Million 18.77%
% of portfolio
0.27%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,464
Shares Held
90.5M
Call Options Held
44.8K
Put Options Held
20.6K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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