Kathleen S. Wright Associates Inc. Vanguard Small Cap ETF Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 14,523 shares of VB stock, worth $3.36 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
14,523
Previous 13,934
4.23%
Holding current value
$3.36 Million
Previous $3.31 Million
5.57%
% of portfolio
1.44%
Previous 1.34%
Shares
13 transactions
Others Institutions Holding VB
# of Institutions
2,329Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.74 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.75 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.7 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.31 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.22 Billion0.42% of portfolio