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

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 23,620 shares of VUG stock, worth $11.4 Million. This represents 4.42% of its overall portfolio holdings.

Number of Shares
23,620
Previous 23,302 1.36%
Holding current value
$11.4 Million
Previous $10.2 Million 10.9%
% of portfolio
4.42%
Previous 4.18%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$433.97 - $484.08 $138,002 - $153,937
318 Added 1.36%
23,620 $11.3 Million
Q2 2025

Jul 31, 2025
SELL
$329.49 - $438.4 $508,732 - $676,889
-1,544 Reduced 6.21%
23,302 $10.2 Million
Q1 2025

May 05, 2025
BUY
$369.1 - $427.61 $234,378 - $271,532
635 Added 2.62%
24,846 $9.21 Million
Q4 2024

Jan 24, 2025
SELL
$378.79 - $428.11 $6,060 - $6,849
-16 Reduced 0.07%
24,211 $9.94 Million
Q3 2024

Oct 11, 2024
BUY
$341.08 - $391.94 $158,261 - $181,860
464 Added 1.95%
24,227 $9.3 Million
Q2 2024

Jul 17, 2024
SELL
$322.46 - $377.11 $105,121 - $122,937
-326 Reduced 1.35%
23,763 $8.89 Million
Q1 2024

Apr 17, 2024
BUY
$301.05 - $346.61 $579,220 - $666,877
1,924 Added 8.68%
24,089 $8.29 Million
Q4 2023

Jan 31, 2024
SELL
$261.54 - $312.16 $317,248 - $378,650
-1,213 Reduced 5.19%
22,165 $6.89 Million
Q3 2023

Oct 20, 2023
SELL
$269.56 - $293.5 $123,997 - $135,010
-460 Reduced 1.93%
23,378 $6.37 Million
Q2 2023

Jul 20, 2023
BUY
$243.06 - $282.96 $71,216 - $82,907
293 Added 1.24%
23,838 $6.75 Million
Q1 2023

Apr 21, 2023
BUY
$209.25 - $249.44 $12,345 - $14,716
59 Added 0.25%
23,545 $5.87 Million
Q4 2022

Feb 01, 2023
BUY
$208.44 - $233.81 $1.57 Million - $1.76 Million
7,547 Added 47.35%
23,486 $5.01 Million
Q3 2022

Oct 18, 2022
BUY
$213.95 - $266.28 $497,219 - $618,834
2,324 Added 17.07%
15,939 $3.41 Million
Q2 2022

Jul 15, 2022
BUY
$214.97 - $293.87 $184,014 - $251,552
856 Added 6.71%
13,615 $3.04 Million
Q1 2022

Apr 29, 2022
BUY
$254.37 - $323.09 $94,371 - $119,866
371 Added 2.99%
12,759 $3.67 Million
Q4 2021

Feb 02, 2022
BUY
$287.0 - $325.67 $3.56 Million - $4.03 Million
12,388 New
12,388 $3.98 Million

Others Institutions Holding VUG

# of Institutions
2,910
Shares Held
277M
Call Options Held
345K
Put Options Held
178K
View Full List

About VANGUARD GROWTH ETF

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