Kiely Wealth Advisory Group, Inc. VTWO Holdings History
Kiely Wealth Advisory Group, Inc.'s Vanguard Russell 2000 Index Fund Holding Summary
As of 2024-12-31, Kiely Wealth Advisory Group, Inc. held 53,516.00 shares of Vanguard Russell 2000 Index Fund(VTWO), totaling $4.91 Mil. This investment constitutes 3.16% of their stock portfolio, and Kiely Wealth Advisory Group, Inc. now holds 0.04% of the outstanding Vanguard Russell 2000 Index Fund(VTWO) stock.
The initial trade took place in 2023Q4. And since then Kiely Wealth Advisory Group, Inc. has made 2 purchases of VTWO, at an average price of $73.55, for a total of 70,654.00 shares. In addition, there have been 2 sales at an average price of $88.74 for 17,138.00 shares. Based on historical transaction data and VTWO's current price of $89.86, Kiely Wealth Advisory Group, Inc.'s estimated gain on his VTWO holdings is $1.13 Mil, reflecting a 21.81% gain to date.
Kiely Wealth Advisory Group, Inc. VTWO ($89.86) Holding Chart
Kiely Wealth Advisory Group, Inc. VTWO ($89.86) 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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