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Kellett Wealth Advisors LLC Raises Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Kellett Wealth Advisors LLC lifted its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 5.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,326 shares of the company’s stock after purchasing an additional 70 shares […]

Kellett Wealth Advisors LLC Has $546,000 Position in Vanguard Health Care ETF (NYSEARCA:VHT)

Kellett Wealth Advisors LLC raised its position in Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 4.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,322 shares of the company’s stock after acquiring an additional 100 shares during the […]

Kellett Wealth Advisors LLC Has $5 69 Million Position in Invesco QQQ (NASDAQ:QQQ)

Kellett Wealth Advisors LLC trimmed its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 18.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 15,876 shares of the exchange traded fund’s stock after selling 3,630 shares during the quarter. Invesco […]

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