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Kiely Wealth Advisory Group, Inc.: VTWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kiely Wealth Advisory Group, Inc. on VTWO, newest first. How the timeline and the estimate are built.

Kiely Wealth Advisory Group, Inc. held 53,516 VTWO shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 53,516 shares
    Change vs previous 13F -6,568 shares

    3.16% of the 13F portfolio, value $4,913,307.

    13F-HR 0002005660-25-000001 filed by Kiely Wealth Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 60,084 shares
    Change vs previous 13F -10,570 shares

    3.66% of the 13F portfolio, value $5,780,670.

    13F-HR 0002005660-24-000004 filed by Kiely Wealth Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 70,654 shares
    Change vs previous 13F +3,736 shares

    3.24% of the 13F portfolio, value $5,886,163.

    13F-HR 0002005660-24-000003 filed by Kiely Wealth Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 66,918 shares
    Change vs previous 13F +5,419 shares

    3.08% of the 13F portfolio, value $5,404,281.

    13F-HR 0002005660-24-000002 filed by Kiely Wealth Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 61,499 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $4,892,050.

    13F-HR 0002005660-24-000001 filed by Kiely Wealth Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).