Kiley Juergens Wealth Management, LLC Vanguard Star Fd Vanguard Tota Transaction History

Kiley Juergens Wealth Management, LLC

$372 Million
Q3 2024

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 12,074 shares of VXUS stock, worth $739,773. This represents 0.21% of its overall portfolio holdings.

Number of Shares

12,074

Previous 12,375 2.43%

Holding current value

$739,773

Previous $746,000 4.69%

% of portfolio

0.21%

Previous 0.21%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$58.03 - $65.37 $17,467 - $19,676	-301 Reduced 2.43%	12,074 $781,000
Q2 2024 Jul 23, 2024	BUY	$57.86 - $62.21 $1,330 - $1,430	23 Added 0.19%	12,375 $746,000
Q1 2024 Apr 18, 2024	SELL	$55.74 - $60.35 $13,935 - $15,087	-250 Reduced 1.98%	12,352 $744,000
Q4 2023 Jan 30, 2024	SELL	$51.06 - $57.96 $5,820 - $6,607	-114 Reduced 0.9%	12,602 $730,000
Q2 2023 Jul 26, 2023	SELL	$54.28 - $57.76 $27,140 - $28,880	-500 Reduced 3.78%	12,716 $713,000
Q1 2023 May 02, 2023	BUY	$52.07 - $56.74 $1,041 - $1,134	20 Added 0.15%	13,216 $729,000
Q4 2022 Feb 06, 2023	SELL	$45.45 - $53.83 $9,453 - $11,196	-208 Reduced 1.55%	13,196 $682,000
Q3 2022 Oct 11, 2022	SELL	$45.75 - $54.53 $11,346 - $13,523	-248 Reduced 1.82%	13,404 $613,000
Q2 2022 Jul 29, 2022	SELL	$51.07 - $60.88 $587,407 - $700,241	-11,502 Reduced 45.73%	13,652 $704,000
Q1 2022 Apr 27, 2022	BUY	$55.42 - $64.7 $615,771 - $718,881	11,111 Added 79.12%	25,154 $1.5 Million
Q1 2022 Apr 12, 2022	SELL	$55.42 - $64.7 $47,107 - $54,995	-850 Reduced 5.71%	14,043 $839,000
Q4 2021 Jan 20, 2022	SELL	$61.51 - $66.09 $17,468 - $18,769	-284 Reduced 1.87%	14,893 $947,000
Q3 2021 Oct 13, 2021	SELL	$63.26 - $67.0 $9,489 - $10,050	-150 Reduced 0.98%	15,177 $960,000
Q2 2021 Jul 22, 2021	BUY	$63.55 - $67.5 $79,437 - $84,375	1,250 Added 8.88%	15,327 $1.01 Million
Q1 2021 Apr 29, 2021	SELL	$60.31 - $64.68 $23,159 - $24,837	-384 Reduced 2.66%	14,077 $882,000
Q4 2020 Jan 19, 2021	SELL	$50.97 - $60.55 $18,858 - $22,403	-370 Reduced 2.49%	14,461 $870,000
Q3 2020 Oct 23, 2020	SELL	$49.42 - $54.25 $40,771 - $44,756	-825 Reduced 5.27%	14,831 $773,000
Q2 2020 Jul 14, 2020	SELL	$40.36 - $51.42 $26,234 - $33,423	-650 Reduced 3.99%	15,656 $769,000
Q1 2020 Apr 17, 2020	SELL	$36.75 - $56.64 $27,562 - $42,480	-750 Reduced 4.4%	16,306 $684,000
Q4 2019 Jan 21, 2020	BUY	$50.39 - $55.96 $85,663 - $95,132	1,700 Added 11.07%	17,056 $949,000
Q3 2019 Oct 15, 2019	BUY	$51.46 - $52.73 $21,870 - $22,410	425 Added 2.85%	15,356 $793,000
Q2 2019 Jul 11, 2019	SELL	N/A	-325 Reduced 2.13%	14,931 $787,000
Q1 2019 Apr 12, 2019	BUY	N/A	15 Added 0.1%	15,256 $791,000
Q4 2018 Jan 15, 2019	BUY	N/A	605 Added 4.13%	15,241 $719,000
Q3 2018 Oct 10, 2018	BUY	N/A	1,248 Added 9.32%	14,636 $790,000
Q2 2018 Jul 23, 2018	BUY	N/A	1,318 Added 10.92%	13,388 $724,000
Q1 2018 Apr 23, 2018	BUY	N/A	4,840 Added 66.94%	12,070 $682,000
Q4 2017 Feb 12, 2018	BUY	N/A	7,230	7,230 $410,000

Others Institutions Holding VXUS

# of Institutions

1,260

Shares Held

302M

Call Options Held

160K

Put Options Held

71.7K

View Full List

About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
Sector ETFs
Industry ETFs

More about VXUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kiley Juergens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kiley Juergens Wealth Management, LLC with notifications on news.

Account

Kiley Juergens Wealth Management, LLC Vanguard Star Fd Vanguard Tota Transaction History