Kathleen S. Wright Associates Inc. Vanguard Star Fd Vanguard Tota Transaction History

Kathleen S. Wright Associates Inc.

  • $242 Million
  • Q4 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 18,321 shares of VXUS stock, worth $1.15 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
18,321
Previous 17,779 3.05%
Holding current value
$1.15 Million
Previous $1.15 Million 6.26%
% of portfolio
0.45%
Previous 0.47%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$58.88 - $64.8 $31,912 - $35,121
542 Added 3.05%
18,321 $1.08 Million
Q3 2024

Oct 11, 2024
BUY
$58.03 - $65.37 $61,047 - $68,769
1,052 Added 6.29%
17,779 $1.15 Million
Q2 2024

Jul 17, 2024
BUY
$57.86 - $62.21 $23,201 - $24,946
401 Added 2.46%
16,727 $1.01 Million
Q1 2024

Apr 17, 2024
BUY
$55.74 - $60.35 $10,256 - $11,104
184 Added 1.14%
16,326 $984,000
Q4 2023

Jan 31, 2024
SELL
$51.06 - $57.96 $74,547 - $84,621
-1,460 Reduced 8.29%
16,142 $935,000
Q3 2023

Oct 20, 2023
SELL
$53.3 - $58.26 $193,798 - $211,833
-3,636 Reduced 17.12%
17,602 $942,000
Q2 2023

Jul 20, 2023
SELL
$54.28 - $57.76 $3,093 - $3,292
-57 Reduced 0.27%
21,238 $1.19 Million
Q1 2023

Apr 21, 2023
BUY
$52.07 - $56.74 $215,309 - $234,619
4,135 Added 24.1%
21,295 $1.18 Million
Q4 2022

Feb 01, 2023
BUY
$45.45 - $53.83 $13,271 - $15,718
292 Added 1.73%
17,160 $887,000
Q3 2022

Oct 18, 2022
BUY
$45.75 - $54.53 $771,711 - $919,812
16,868 New
16,868 $772,000

Others Institutions Holding VXUS

# of Institutions
1,356
Shares Held
333M
Call Options Held
74.9K
Put Options Held
67.6K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

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