Kathleen S. Wright Associates Inc. Vanguard Energy ETF Transaction History
Kathleen S. Wright Associates Inc.
- $256 Million
- Q3 2025
A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Energy ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 1,000 shares of VDE stock, worth $129,340. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$129,340
Previous $119,000
5.04%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding VDE
# of Institutions
734Shares Held
21.6MCall Options Held
123KPut Options Held
87.4K-
Bank Of America Corp Charlotte, NC1.98MShares$257 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.61MShares$209 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$143 Million0.03% of portfolio
-
Ubs Group Ag1.04MShares$135 Million0.02% of portfolio
-
Beacon Capital Management, Inc.887KShares$115 Million5.81% of portfolio