Kiely Wealth Advisory Group, Inc. Vanguard Small Cap Value ETF Transaction History
Kiely Wealth Advisory Group, Inc.
- $155 Billion
- Q4 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 2,746 shares of VBR stock, worth $478,463. This represents 0.36% of its overall portfolio holdings.
Number of Shares
2,746
Previous 2,740
0.22%
Holding current value
$478,463
Previous $580 Million
3.77%
% of portfolio
0.36%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding VBR
# of Institutions
1,703Shares Held
96.1MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.22 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$697 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$672 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$618 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$418 Million0.45% of portfolio