Kiely Wealth Advisory Group, Inc. VO Holdings History
Kiely Wealth Advisory Group, Inc.'s Vanguard Mid-Cap ETF Holding Summary
As of 2024-12-31, Kiely Wealth Advisory Group, Inc. held 48,769.00 shares of Vanguard Mid-Cap ETF(VO), totaling $13.56 Mil. This investment constitutes 8.72% of their stock portfolio, and Kiely Wealth Advisory Group, Inc. now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2023Q4. And since then Kiely Wealth Advisory Group, Inc. has made 2 purchases of VO, at an average price of $214.27, for a total of 52,008.00 shares. In addition, there have been 2 sales at an average price of $258.38 for 3,239.00 shares. Based on historical transaction data and VO's current price of $287.44, Kiely Wealth Advisory Group, Inc.'s estimated gain on his VO holdings is $3.71 Mil, reflecting a 33.31% gain to date.
Kiely Wealth Advisory Group, Inc. VO ($287.44) Holding Chart
Kiely Wealth Advisory Group, Inc. VO ($287.44) 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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