Kathleen S. Wright Associates Inc. Vanguard Mid Cap ETF Transaction History

Kathleen S. Wright Associates Inc.

  • $246 Million
  • Q3 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 29,823 shares of VO stock, worth $8.02 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares
29,823
Previous 27,445 8.66%
Holding current value
$8.02 Million
Previous $6.64 Million 18.42%
% of portfolio
3.2%
Previous 3.0%

Shares

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

Oct 11, 2024
BUY
$237.84 - $263.83 $565,583 - $627,387
2,378 Added 8.66%
29,823 $7.87 Million
Q2 2024

Jul 17, 2024
BUY
$234.99 - $248.98 $279,873 - $296,535
1,191 Added 4.54%
27,445 $6.64 Million
Q1 2024

Apr 17, 2024
BUY
$225.86 - $249.86 $161,038 - $178,150
713 Added 2.79%
26,254 $6.56 Million
Q4 2023

Jan 31, 2024
BUY
$195.66 - $233.95 $287,424 - $343,672
1,469 Added 6.1%
25,541 $5.94 Million
Q3 2023

Oct 20, 2023
BUY
$206.6 - $228.23 $63,219 - $69,838
306 Added 1.29%
24,072 $5.01 Million
Q2 2023

Jul 20, 2023
BUY
$203.43 - $220.16 $15,460 - $16,732
76 Added 0.32%
23,766 $5.23 Million
Q1 2023

Apr 21, 2023
BUY
$200.2 - $225.98 $125,925 - $142,141
629 Added 2.73%
23,690 $5 Million
Q4 2022

Feb 01, 2023
BUY
$186.57 - $217.26 $1.54 Million - $1.8 Million
8,277 Added 55.99%
23,061 $4.7 Million
Q3 2022

Oct 18, 2022
BUY
$187.98 - $227.42 $536,118 - $648,601
2,852 Added 23.9%
14,784 $2.78 Million
Q2 2022

Jul 15, 2022
BUY
$190.36 - $240.41 $367,775 - $464,472
1,932 Added 19.32%
11,932 $2.35 Million
Q1 2022

Apr 29, 2022
BUY
$219.86 - $253.39 $310,882 - $358,293
1,414 Added 16.47%
10,000 $2.38 Million
Q4 2021

Feb 02, 2022
BUY
$236.98 - $261.2 $2.03 Million - $2.24 Million
8,586 New
8,586 $2.19 Million

Others Institutions Holding VO

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

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