Kathleen S. Wright Associates Inc. Vanguard Total Stock Market Et Transaction History

Kathleen S. Wright Associates Inc.

$242 Million
Q4 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 18,632 shares of VTI stock, worth $5.15 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares

18,632

Previous 15,992 16.51%

Holding current value

$5.15 Million

Previous $4.53 Million 19.24%

% of portfolio

2.23%

Previous 1.84%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$280.04 - $302.45 $739,305 - $798,468	2,640 Added 16.51%	18,632 $5.4 Million
Q3 2024 Oct 11, 2024	BUY	$255.18 - $283.2 $338,623 - $375,806	1,327 Added 9.05%	15,992 $4.53 Million
Q2 2024 Jul 17, 2024	BUY	$245.23 - $269.4 $1.22 Million - $1.34 Million	4,975 Added 51.34%	14,665 $3.92 Million
Q1 2024 Apr 17, 2024	BUY	$232.77 - $260.14 $218,571 - $244,271	939 Added 10.73%	9,690 $2.52 Million
Q4 2023 Jan 31, 2024	BUY	$203.12 - $238.25 $491,753 - $576,803	2,421 Added 38.25%	8,751 $2.08 Million
Q3 2023 Oct 20, 2023	BUY	$211.41 - $228.35 $123,040 - $132,899	582 Added 10.13%	6,330 $1.34 Million
Q2 2023 Jul 20, 2023	SELL	$200.75 - $220.28 $9,033 - $9,912	-45 Reduced 0.78%	5,748 $1.27 Million
Q1 2023 Apr 21, 2023	BUY	$189.85 - $210.01 $488,863 - $540,775	2,575 Added 80.02%	5,793 $1.18 Million
Q4 2022 Feb 01, 2023	BUY	$179.3 - $204.18 $1,793 - $2,041	10 Added 0.31%	3,218 $615,000
Q3 2022 Oct 18, 2022	BUY	$179.47 - $216.24 $575,739 - $693,697	3,208 New	3,208 $576,000

Others Institutions Holding VTI

# of Institutions

3,381

Shares Held

454M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Kathleen S. Wright Associates Inc. Vanguard Total Stock Market Et Transaction History