Kathleen S. Wright Associates Inc. Vanguard Whitehall Fds (Vangua Transaction History

Kathleen S. Wright Associates Inc.

  • $242 Million
  • Q4 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 6,684 shares of VYM stock, worth $852,544. This represents 0.35% of its overall portfolio holdings.

Number of Shares
6,684
Previous 5,862 14.02%
Holding current value
$852,544
Previous $751,000 13.45%
% of portfolio
0.35%
Previous 0.31%

Shares

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

Jan 24, 2025
BUY
$126.68 - $134.74 $104,130 - $110,756
822 Added 14.02%
6,684 $852,000
Q3 2024

Oct 11, 2024
BUY
$117.9 - $128.2 $106,699 - $116,020
905 Added 18.26%
5,862 $751,000
Q2 2024

Jul 17, 2024
BUY
$114.71 - $121.51 $17,435 - $18,469
152 Added 3.16%
4,957 $587,000
Q1 2024

Apr 17, 2024
BUY
$109.98 - $120.99 $11,547 - $12,703
105 Added 2.23%
4,805 $581,000
Q4 2023

Jan 31, 2024
BUY
$98.71 - $111.84 $303,434 - $343,796
3,074 Added 189.05%
4,700 $524,000
Q3 2023

Oct 20, 2023
BUY
$103.32 - $110.34 $3,719 - $3,972
36 Added 2.26%
1,626 $167,000
Q2 2023

Jul 20, 2023
BUY
$101.36 - $107.68 $3,243 - $3,445
32 Added 2.05%
1,590 $168,000
Q1 2023

Apr 21, 2023
BUY
$100.82 - $111.44 $604 - $668
6 Added 0.39%
1,558 $164,000
Q4 2022

Feb 01, 2023
BUY
$96.14 - $113.15 $3,557 - $4,186
37 Added 2.44%
1,552 $167,000
Q3 2022

Oct 18, 2022
BUY
$94.88 - $110.28 $664 - $771
7 Added 0.46%
1,515 $144,000
Q2 2022

Jul 15, 2022
BUY
$99.2 - $114.57 $595 - $687
6 Added 0.4%
1,508 $153,000
Q1 2022

Apr 29, 2022
BUY
$107.24 - $115.01 $49,866 - $53,479
465 Added 44.84%
1,502 $169,000
Q4 2021

Feb 02, 2022
BUY
$104.33 - $112.16 $108,190 - $116,309
1,037 New
1,037 $116,000

Others Institutions Holding VYM

# of Institutions
1,960
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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