Kiely Wealth Advisory Group, Inc. VOO Holdings History
Kiely Wealth Advisory Group, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2024-12-31, Kiely Wealth Advisory Group, Inc. held 13,988.00 shares of Vanguard S&P 500 ETF(VOO), totaling $7.78 Mil. This investment constitutes 5.01% of their stock portfolio, and Kiely Wealth Advisory Group, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q4. And since then Kiely Wealth Advisory Group, Inc. has made 4 purchases of VOO, at an average price of $436.75, for a total of 13,988.00 shares. Based on historical transaction data and VOO's current price of $576.92, Kiely Wealth Advisory Group, Inc.'s estimated gain on his VOO holdings is $1.96 Mil, reflecting a 32.09% gain to date.
Kiely Wealth Advisory Group, Inc. VOO ($576.92) Holding Chart
Kiely Wealth Advisory Group, Inc. VOO ($576.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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