Kathleen S. Wright Associates Inc. Vanguard Large Cap ETF Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 811 shares of VV stock, worth $224,363. This represents 0.09% of its overall portfolio holdings.
Number of Shares
811
Previous 777
4.38%
Holding current value
$224,363
Previous $193,000
10.36%
% of portfolio
0.09%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding VV
# of Institutions
1,179Shares Held
102MCall Options Held
29.3KPut Options Held
132K-
Jones Financial Companies Lllp17.4MShares$4.81 Billion4.7% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.55 Billion3.36% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.81 Billion15.49% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.42MShares$946 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.11MShares$861 Million0.07% of portfolio