Number of Shares
25,184.00
Current Holdings Value*
$1.47 Mil
% of Portfolio
0.94%
Total Estimate Gain
$4,601.20
% of Total Estimate Gain
0.31%

Kiely Wealth Advisory Group, Inc.'s Vanguard Short-Term Government Bond ETF Holding Summary

As of 2024-12-31, Kiely Wealth Advisory Group, Inc. held 25,184.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $1.47 Mil. This investment constitutes 0.94% of their stock portfolio, and Kiely Wealth Advisory Group, Inc. now holds 0.01% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2024Q3. And since then Kiely Wealth Advisory Group, Inc. has made 2 purchases of VGSH, at an average price of $58.37, for a total of 25,184.00 shares. Based on historical transaction data and VGSH's current price of $58.55, Kiely Wealth Advisory Group, Inc.'s estimated gain on his VGSH holdings is $4,601.20, reflecting a 0.31% gain to date.

Kiely Wealth Advisory Group, Inc. VGSH ($58.55) Holding Chart

Kiely Wealth Advisory Group, Inc. VGSH ($58.55) 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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