Kathleen S. Wright Associates Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Kathleen S. Wright Associates Inc.

$242 Million
Q4 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 38,842 shares of VOO stock, worth $21.2 Million. This represents 8.63% of its overall portfolio holdings.

Number of Shares

38,842

Previous 36,269 7.09%

Holding current value

$21.2 Million

Previous $19.1 Million 9.35%

% of portfolio

8.63%

Previous 7.77%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$521.84 - $558.82 $1.34 Million - $1.44 Million	2,573 Added 7.09%	38,842 $20.9 Million
Q3 2024 Oct 11, 2024	BUY	$475.2 - $527.7 $2.1 Million - $2.33 Million	4,417 Added 13.87%	36,269 $19.1 Million
Q2 2024 Jul 17, 2024	BUY	$455.1 - $504.28 $672,182 - $744,821	1,477 Added 4.86%	31,852 $15.9 Million
Q1 2024 Apr 17, 2024	BUY	$429.43 - $481.35 $683,652 - $766,309	1,592 Added 5.53%	30,375 $14.6 Million
Q4 2023 Jan 31, 2024	BUY	$377.32 - $438.19 $1.62 Million - $1.89 Million	4,302 Added 17.57%	28,783 $12.6 Million
Q3 2023 Oct 20, 2023	BUY	$392.7 - $420.68 $744,166 - $797,188	1,895 Added 8.39%	24,481 $9.61 Million
Q2 2023 Jul 20, 2023	BUY	$371.44 - $407.28 $466,900 - $511,950	1,257 Added 5.89%	22,586 $9.2 Million
Q1 2023 Apr 21, 2023	BUY	$348.66 - $382.94 $305,774 - $335,838	877 Added 4.29%	21,329 $8.02 Million
Q4 2022 Feb 01, 2023	BUY	$327.64 - $374.54 $2.4 Million - $2.74 Million	7,324 Added 55.79%	20,452 $7.19 Million
Q3 2022 Oct 18, 2022	BUY	$328.3 - $395.04 $1.17 Million - $1.41 Million	3,568 Added 37.32%	13,128 $4.31 Million
Q2 2022 Jul 15, 2022	BUY	$337.07 - $419.85 $963,683 - $1.2 Million	2,859 Added 42.67%	9,560 $3.32 Million
Q1 2022 Apr 29, 2022	BUY	$382.7 - $439.25 $721,006 - $827,547	1,884 Added 39.11%	6,701 $2.78 Million
Q4 2021 Feb 02, 2022	BUY	$394.21 - $439.01 $1.9 Million - $2.11 Million	4,817 New	4,817 $2.1 Million

Others Institutions Holding VOO

# of Institutions

3,522

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Account

Kathleen S. Wright Associates Inc. Vanguard Index Fds S&P 500 ETF Transaction History