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

Kathleen S. Wright Associates Inc.

$256 Million
Q3 2025

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 47,275 shares of VOO stock, worth $29.2 Million. This represents 11.3% of its overall portfolio holdings.

Number of Shares

47,275

Previous 45,264 4.44%

Holding current value

$29.2 Million

Previous $25.7 Million 12.6%

% of portfolio

11.3%

Previous 10.53%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$567.77 - $614.76 $1.14 Million - $1.24 Million	2,011 Added 4.44%	47,275 $29 Million
Q2 2025 Jul 31, 2025	BUY	$456.74 - $568.03 $654,508 - $813,986	1,433 Added 3.27%	45,264 $25.7 Million
Q1 2025 May 05, 2025	BUY	$507.05 - $563.67 $2.53 Million - $2.81 Million	4,989 Added 12.84%	43,831 $22.5 Million
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

3,870

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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