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

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025

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 15,224 shares of VB stock, worth $3.8 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
15,224
Previous 14,590 4.35%
Holding current value
$3.8 Million
Previous $3.46 Million 11.98%
% of portfolio
1.51%
Previous 1.42%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$237.58 - $259.17 $150,625 - $164,313
634 Added 4.35%
15,224 $3.87 Million
Q2 2025

Jul 31, 2025
SELL
$193.73 - $237.37 $7,749 - $9,494
-40 Reduced 0.27%
14,590 $3.46 Million
Q1 2025

May 05, 2025
BUY
$217.89 - $252.64 $23,314 - $27,032
107 Added 0.74%
14,630 $3.24 Million
Q4 2024

Jan 24, 2025
BUY
$233.76 - $261.58 $137,684 - $154,070
589 Added 4.23%
14,523 $3.49 Million
Q3 2024

Oct 11, 2024
BUY
$214.77 - $237.72 $321,295 - $355,629
1,496 Added 12.03%
13,934 $3.31 Million
Q2 2024

Jul 17, 2024
BUY
$210.76 - $226.94 $68,918 - $74,209
327 Added 2.7%
12,438 $2.71 Million
Q1 2024

Apr 17, 2024
SELL
$204.0 - $228.59 $59,160 - $66,291
-290 Reduced 2.34%
12,111 $2.77 Million
Q4 2023

Jan 31, 2024
BUY
$175.26 - $215.9 $183,146 - $225,615
1,045 Added 9.2%
12,401 $2.65 Million
Q3 2023

Oct 20, 2023
BUY
$186.24 - $208.75 $89,395 - $100,200
480 Added 4.41%
11,356 $2.15 Million
Q2 2023

Jul 20, 2023
SELL
$181.26 - $198.89 $6,162 - $6,762
-34 Reduced 0.31%
10,876 $2.16 Million
Q1 2023

Apr 21, 2023
BUY
$179.51 - $208.76 $22,079 - $25,677
123 Added 1.14%
10,910 $2.07 Million
Q4 2022

Feb 01, 2023
BUY
$172.82 - $196.57 $310,557 - $353,236
1,797 Added 19.99%
10,787 $1.98 Million
Q3 2022

Oct 18, 2022
BUY
$170.45 - $206.62 $190,222 - $230,587
1,116 Added 14.17%
8,990 $1.54 Million
Q2 2022

Jul 15, 2022
BUY
$170.7 - $214.67 $297,700 - $374,384
1,744 Added 28.45%
7,874 $1.39 Million
Q1 2022

Apr 29, 2022
BUY
$198.73 - $227.97 $472,977 - $542,568
2,380 Added 63.47%
6,130 $1.3 Million
Q4 2021

Feb 02, 2022
BUY
$215.13 - $239.37 $806,737 - $897,637
3,750 New
3,750 $848,000

Others Institutions Holding VB

# of Institutions
2,482
Shares Held
164M
Call Options Held
68.3K
Put Options Held
25.4K
View Full List

About VANGUARD SMALL-CAP ETF

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  • Ticker VB
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