Kiely Wealth Advisory Group, Inc. BSV Holdings History
Kiely Wealth Advisory Group, Inc.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2024-12-31, Kiely Wealth Advisory Group, Inc. held 87,702.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $6.78 Mil. This investment constitutes 4.36% of their stock portfolio, and Kiely Wealth Advisory Group, Inc. now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2024Q3. And since then Kiely Wealth Advisory Group, Inc. has made 2 purchases of BSV, at an average price of $77.85, for a total of 87,702.00 shares. Based on historical transaction data and BSV's current price of $78.35, Kiely Wealth Advisory Group, Inc.'s estimated gain on his BSV holdings is $43,468.25, reflecting a 0.64% gain to date.
Kiely Wealth Advisory Group, Inc. BSV ($78.35) Holding Chart
Kiely Wealth Advisory Group, Inc. BSV ($78.35) 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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