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

Kathleen S. Wright Associates Inc.

$244 Million
Q2 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 30,694 shares of VO stock, worth $9.06 Million. This represents 3.52% of its overall portfolio holdings.

Number of Shares

30,694

Previous 31,799 3.47%

Holding current value

$9.06 Million

Previous $8.22 Million 4.45%

% of portfolio

3.52%

Previous 3.34%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$228.54 - $279.83 $252,536 - $309,212	-1,105 Reduced 3.47%	30,694 $8.59 Million
Q1 2025 May 05, 2025	BUY	$251.87 - $277.95 $12,341 - $13,619	49 Added 0.15%	31,799 $8.22 Million
Q4 2024 Jan 24, 2025	BUY	$261.5 - $284.63 $503,910 - $548,482	1,927 Added 6.46%	31,750 $8.39 Million
Q3 2024 Oct 11, 2024	BUY	$237.84 - $263.83 $565,583 - $627,387	2,378 Added 8.66%	29,823 $7.87 Million
Q2 2024 Jul 17, 2024	BUY	$234.99 - $248.98 $279,873 - $296,535	1,191 Added 4.54%	27,445 $6.64 Million
Q1 2024 Apr 17, 2024	BUY	$225.86 - $249.86 $161,038 - $178,150	713 Added 2.79%	26,254 $6.56 Million
Q4 2023 Jan 31, 2024	BUY	$195.66 - $233.95 $287,424 - $343,672	1,469 Added 6.1%	25,541 $5.94 Million
Q3 2023 Oct 20, 2023	BUY	$206.6 - $228.23 $63,219 - $69,838	306 Added 1.29%	24,072 $5.01 Million
Q2 2023 Jul 20, 2023	BUY	$203.43 - $220.16 $15,460 - $16,732	76 Added 0.32%	23,766 $5.23 Million
Q1 2023 Apr 21, 2023	BUY	$200.2 - $225.98 $125,925 - $142,141	629 Added 2.73%	23,690 $5 Million
Q4 2022 Feb 01, 2023	BUY	$186.57 - $217.26 $1.54 Million - $1.8 Million	8,277 Added 55.99%	23,061 $4.7 Million
Q3 2022 Oct 18, 2022	BUY	$187.98 - $227.42 $536,118 - $648,601	2,852 Added 23.9%	14,784 $2.78 Million
Q2 2022 Jul 15, 2022	BUY	$190.36 - $240.41 $367,775 - $464,472	1,932 Added 19.32%	11,932 $2.35 Million
Q1 2022 Apr 29, 2022	BUY	$219.86 - $253.39 $310,882 - $358,293	1,414 Added 16.47%	10,000 $2.38 Million
Q4 2021 Feb 02, 2022	BUY	$236.98 - $261.2 $2.03 Million - $2.24 Million	8,586 New	8,586 $2.19 Million

Others Institutions Holding VO

# of Institutions

2,427

Shares Held

211M

Call Options Held

71.5K

Put Options Held

24.9K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Kathleen S. Wright Associates Inc. Vanguard Mid Cap ETF Transaction History