Kathleen S. Wright Associates Inc. Vanguard Value ETF Transaction History

Kathleen S. Wright Associates Inc.

  • $221 Million
  • Q2 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 4,390 shares of VTV stock, worth $763,640. This represents 0.32% of its overall portfolio holdings.

Number of Shares
4,390
Previous 4,180 5.02%
Holding current value
$763,640
Previous $680,000 3.53%
% of portfolio
0.32%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$154.57 - $163.65 $32,459 - $34,366
210 Added 5.02%
4,390 $704,000
Q4 2023

Jan 31, 2024
SELL
$131.82 - $149.95 $51,409 - $58,480
-390 Reduced 8.53%
4,180 $624,000
Q2 2023

Jul 20, 2023
BUY
$134.74 - $142.42 $6,737 - $7,120
50 Added 1.11%
4,570 $649,000
Q4 2022

Feb 01, 2023
BUY
$124.69 - $146.24 $199,504 - $233,984
1,600 Added 54.79%
4,520 $634,000
Q3 2022

Oct 18, 2022
BUY
$123.48 - $143.43 $360,561 - $418,815
2,920 New
2,920 $361,000

Others Institutions Holding VTV

# of Institutions
2,185
Shares Held
507M
Call Options Held
142K
Put Options Held
35.7K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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