Kathleen S. Wright Associates Inc. Vanguard S&P Small Cap 600 ETF Transaction History

Kathleen S. Wright Associates Inc.

  • $215 Million
  • Q1 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 16,534 shares of VIOO stock, worth $1.62 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
16,534
Previous 16,534 -0.0%
Holding current value
$1.62 Million
Previous $1.64 Million 2.32%
% of portfolio
0.78%
Previous 0.82%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024
SELL
$81.22 - $100.75 $156,267 - $193,843
-1,924 Reduced 10.42%
16,534 $1.64 Million
Q3 2023

Oct 20, 2023
SELL
$86.02 - $96.92 $24,773 - $27,912
-288 Reduced 1.54%
18,458 $1.61 Million
Q2 2023

Jul 20, 2023
SELL
$83.72 - $92.04 $42,027 - $46,204
-502 Reduced 2.61%
18,746 $1.72 Million
Q1 2023

Apr 21, 2023
BUY
$84.73 - $197.41 $815,441 - $1.9 Million
9,624 Added 100.0%
19,248 $1.71 Million
Q4 2022

Feb 01, 2023
SELL
$170.42 - $189.04 $379,866 - $421,370
-2,229 Reduced 18.81%
9,624 $1.67 Million
Q3 2022

Oct 18, 2022
SELL
N/A
-161 Reduced 1.34%
11,853 $1.91 Million
Q2 2022

Jul 15, 2022
BUY
N/A
118 Added 0.99%
12,014 $2.04 Million
Q1 2022

Apr 29, 2022
BUY
N/A
208 Added 1.78%
11,896 $2.36 Million
Q4 2021

Feb 02, 2022
BUY
N/A
11,688 New
11,688 $2.46 Million

Others Institutions Holding VIOO

# of Institutions
293
Shares Held
12.6M
Call Options Held
4.3K
Put Options Held
2.1K
View Full List

About VANGUARD S&P SMALL CAP 600 ETF

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