Kathleen S. Wright Associates Inc. Vanguard Specialized Funds Van Transaction History

Kathleen S. Wright Associates Inc.

  • $242 Million
  • Q4 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 400 shares of VNQ stock, worth $37,020. This represents 0.01% of its overall portfolio holdings.

Number of Shares
400
Previous 400 -0.0%
Holding current value
$37,020
Previous $38,000 7.89%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$82.97 - $98.97 $52,354 - $62,450
-631 Reduced 61.2%
400 $38,000
Q2 2024

Jul 17, 2024
BUY
$78.61 - $85.97 $49,602 - $54,247
631 Added 157.75%
1,031 $86,000
Q4 2022

Feb 01, 2023
BUY
$76.14 - $88.09 $22,842 - $26,427
300 Added 300.0%
400 $32,000
Q4 2021

Feb 02, 2022
BUY
$102.53 - $116.01 $10,253 - $11,601
100 New
100 $12,000

Others Institutions Holding VNQ

# of Institutions
1,909
Shares Held
228M
Call Options Held
1.45M
Put Options Held
1.56M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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