Number of Shares
48,769.00
Current Holdings Value*
$13.56 Mil
% of Portfolio
8.72%
Total Estimate Gain
$3.73 Mil
% of Total Estimate Gain
33.49%

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 $287.85, Kiely Wealth Advisory Group, Inc.'s estimated gain on his VO holdings is $3.73 Mil, reflecting a 33.49% gain to date.

Kiely Wealth Advisory Group, Inc. VO ($287.85) Holding Chart

Kiely Wealth Advisory Group, Inc. VO ($287.85) 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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