Kiley Juergens Wealth Management, LLC Closed Holding Positions

Kiley Juergens Wealth Management, LLC

  • $362 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q4 2018 Filed on Jan 15, 2019
200
N/A
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q4 2018 Filed on Jan 15, 2019
3,213
N/A
VOYA
Voya Financial, Inc.

Financial Services
Q4 2018 Filed on Jan 15, 2019
150
$37.06 - $51.92 $5.56K - $7.79K
VMW
Vmware, Inc.

Technology
Q4 2018 Filed on Jan 15, 2019
37
$136.26 - $167.34 $5.04K - $6.19K
V
Visa Inc.

Financial Services
Q4 2018 Filed on Jan 15, 2019
1,479
$121.73 - $150.79 $180K - $223K
VOOV
Vanguard S&P 500 Value ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
359
N/A
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
676
N/A
VTWO
Vanguard Russell 2000 ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
87
N/A
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2018 Filed on Jan 15, 2019
4,215
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q4 2018 Filed on Jan 15, 2019
1,717
N/A
VOE
Vanguard Mid Cap Value Index F

ETFs
Q4 2018 Filed on Jan 15, 2019
592
N/A
VO
Vanguard Mid Cap ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
1,705
N/A
VV
Vanguard Large Cap ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
396
N/A
VHT
Vanguard Health Care ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
867
N/A
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
1,316
$215.07 - $268.24 $283K - $353K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
Q4 2018 Filed on Jan 15, 2019
127
N/A
VFC
V F Corp

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
145
$63.39 - $88.32 $9.19K - $12.8K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q4 2018 Filed on Jan 15, 2019
284
$151.91 - $192.21 $43.1K - $54.6K
VTR
Ventas, Inc.

Real Estate
Q4 2018 Filed on Jan 15, 2019
385
$52.86 - $65.47 $20.4K - $25.2K
VVX
V2 X, Inc.

Industrials
Q4 2018 Filed on Jan 15, 2019
3
$19.77 - $30.79 $59.3 - $92.4
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q4 2018 Filed on Jan 15, 2019
6,389
N/A
VBR
Vanguard Small Cap Value ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
294
N/A
VBK
Vanguard Small Cap Growth ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
555
N/A
VB
Vanguard Small Cap ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
205
N/A
VUG
Vanguard Growth ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
1,363
N/A
BTG
B2 Gold Corp

Basic Materials
Q4 2018 Filed on Jan 15, 2019
400
$2.29 - $2.92 $916 - $1.17K
NTAP
Net App, Inc.

Technology
Q4 2018 Filed on Jan 15, 2019
15
$54.82 - $86.15 $822 - $1.29K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
58
$21.59 - $23.21 $1.25K - $1.35K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Jan 15, 2019
514
N/A
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q4 2018 Filed on Jan 15, 2019
340
$44.55 - $50.45 $15.1K - $17.2K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q4 2018 Filed on Jan 15, 2019
250
$86.19 - $106.81 $21.5K - $26.7K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
1,000
$13.18 - $14.2 $13.2K - $14.2K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q4 2018 Filed on Jan 15, 2019
48
N/A
PGJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Jan 15, 2019
100
$30.95 - $38.4 $3.1K - $3.84K
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Jan 15, 2019
1,673
N/A
ISRG
Intuitive Surgical Inc

Healthcare
Q4 2018 Filed on Jan 15, 2019
60
$144.96 - $191.58 $8.7K - $11.5K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Jan 15, 2019
600
N/A
AGZ
Ishares Agency Bond ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
5
N/A
Mazor Robotics LTD
Q4 2018 Filed on Jan 15, 2019
10
N/A
LX
Lexin Fintech Holdings Ltd.

Financial Services
Q4 2018 Filed on Jan 15, 2019
60
$6.62 - $10.55 $397 - $633
SJM
J M Smucker CO

Consumer Defensive
Q4 2018 Filed on Jan 15, 2019
72
$93.16 - $114.2 $6.71K - $8.22K
SOXX
Ishares Semiconductor ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
14
$145.0 - $185.86 $2.03K - $2.6K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q4 2018 Filed on Jan 15, 2019
50
$46.36 - $56.72 $2.32K - $2.84K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
142
$156.48 - $199.76 $22.2K - $28.4K
IEFA
Ishares Tr

ETFs
Q4 2018 Filed on Jan 15, 2019
732
$53.06 - $64.19 $38.8K - $47K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q4 2018 Filed on Jan 15, 2019
264
$29.85 - $39.93 $7.88K - $10.5K
CMBS
Ishares Cmbs ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
11
N/A
INCY
Incyte Corp

Healthcare
Q4 2018 Filed on Jan 15, 2019
50
$58.5 - $69.94 $2.93K - $3.5K
HCA
Hca Healthcare, Inc.

Healthcare
Q4 2018 Filed on Jan 15, 2019
53
$116.13 - $146.29 $6.15K - $7.75K
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