Kathleen S. Wright Associates Inc. Vanguard S&P Small Cap 600 ETF Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 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 18,163 shares of VIOO stock, worth $1.68 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
18,163
Previous 16,702
8.75%
Holding current value
$1.68 Million
Previous $1.81 Million
6.64%
% of portfolio
0.79%
Previous 0.73%
Shares
12 transactions
Others Institutions Holding VIOO
# of Institutions
364Shares Held
13.8MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.19MShares$110 Million3.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$108 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$66.6 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$55.2 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$43.2 Million0.02% of portfolio