Kathleen S. Wright Associates Inc. Vanguard Energy ETF Transaction History

Kathleen S. Wright Associates Inc.

  • $242 Million
  • Q4 2024

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 700 shares of VDE stock, worth $85,211. This represents 0.03% of its overall portfolio holdings.

Number of Shares
700
Previous 645 8.53%
Holding current value
$85,211
Previous $78,000 7.69%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$116.67 - $136.78 $6,416 - $7,522
55 Added 8.53%
700 $84,000
Q4 2021

Feb 02, 2022
BUY
$74.1 - $83.72 $47,794 - $53,999
645 New
645 $50,000

Others Institutions Holding VDE

# of Institutions
746
Shares Held
28.1M
Call Options Held
142K
Put Options Held
23.2K
View Full List

About VANGUARD ENERGY ETF

VDE Quotes by TradingView
  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
Track This Portfolio

Track Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email