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

Kathleen S. Wright Associates Inc.

  • $247 Million
  • Q1 2025

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 19,452 shares of VTI stock, worth $5.64 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
19,452
Previous 18,632 4.4%
Holding current value
$5.64 Million
Previous $5.4 Million 0.98%
% of portfolio
2.17%
Previous 2.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$271.18 - $303.12 $222,367 - $248,558
820 Added 4.4%
19,452 $5.35 Million
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
3,450
Shares Held
518M
Call Options Held
1.15M
Put Options Held
904K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email