Kathleen S. Wright Associates Inc. Vanguard S&P Mid Cap 400 ETF Transaction History

Kathleen S. Wright Associates Inc.

  • $247 Million
  • Q1 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 3,317 shares of IVOO stock, worth $337,040. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,317
Previous 3,309 0.24%
Holding current value
$337,040
Previous $349,000 6.3%
% of portfolio
0.13%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$96.85 - $111.39 $774 - $891
8 Added 0.24%
3,317 $327,000
Q4 2024

Jan 24, 2025
BUY
$104.52 - $115.08 $1,776 - $1,956
17 Added 0.52%
3,309 $349,000
Q3 2024

Oct 11, 2024
BUY
$97.05 - $106.1 $776 - $848
8 Added 0.24%
3,292 $347,000
Q1 2024

Apr 17, 2024
BUY
$90.9 - $103.01 $454 - $515
5 Added 0.15%
3,284 $338,000
Q4 2023

Jan 31, 2024
SELL
$78.64 - $94.88 $6,448 - $7,780
-82 Reduced 2.44%
3,279 $308,000
Q3 2023

Oct 20, 2023
BUY
$83.66 - $92.16 $1,003 - $1,105
12 Added 0.36%
3,361 $284,000
Q2 2023

Jul 20, 2023
BUY
$81.37 - $88.56 $895 - $974
11 Added 0.33%
3,349 $296,000
Q1 2023

Apr 21, 2023
BUY
$80.26 - $183.76 $114,531 - $262,225
1,427 Added 74.67%
3,338 $282,000
Q4 2022

Feb 01, 2023
SELL
$75.71 - $174.3 $59,583 - $137,174
-787 Reduced 29.17%
1,911 $312,000
Q2 2022

Jul 15, 2022
BUY
$74.48 - $91.47 $297 - $365
4 Added 0.15%
2,698 $413,000
Q1 2022

Apr 29, 2022
BUY
$85.0 - $96.56 $4,675 - $5,310
55 Added 2.08%
2,694 $490,000
Q4 2021

Feb 02, 2022
BUY
$89.97 - $98.34 $237,430 - $259,519
2,639 New
2,639 $505,000

Others Institutions Holding IVOO

# of Institutions
296
Shares Held
12.3M
Call Options Held
3.1K
Put Options Held
100
View Full List

About VANGUARD S&P MID CAP 400 ETF

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