A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 5,862 shares of VYM stock, worth $767,101. This represents 0.31% of its overall portfolio holdings.

Number of Shares
5,862
Previous 4,957 18.26%
Holding current value
$767,101
Previous $587,000 27.94%
% of portfolio
0.31%
Previous 0.27%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$117.9 - $128.2 $106,699 - $116,020
905 Added 18.26%
5,862 $751,000
Q2 2024

Jul 17, 2024

BUY
$114.71 - $121.51 $17,435 - $18,469
152 Added 3.16%
4,957 $587,000
Q1 2024

Apr 17, 2024

BUY
$109.98 - $120.99 $11,547 - $12,703
105 Added 2.23%
4,805 $581,000
Q4 2023

Jan 31, 2024

BUY
$98.71 - $111.84 $303,434 - $343,796
3,074 Added 189.05%
4,700 $524,000
Q3 2023

Oct 20, 2023

BUY
$103.32 - $110.34 $3,719 - $3,972
36 Added 2.26%
1,626 $167,000
Q2 2023

Jul 20, 2023

BUY
$101.36 - $107.68 $3,243 - $3,445
32 Added 2.05%
1,590 $168,000
Q1 2023

Apr 21, 2023

BUY
$100.82 - $111.44 $604 - $668
6 Added 0.39%
1,558 $164,000
Q4 2022

Feb 01, 2023

BUY
$96.14 - $113.15 $3,557 - $4,186
37 Added 2.44%
1,552 $167,000
Q3 2022

Oct 18, 2022

BUY
$94.88 - $110.28 $664 - $771
7 Added 0.46%
1,515 $144,000
Q2 2022

Jul 15, 2022

BUY
$99.2 - $114.57 $595 - $687
6 Added 0.4%
1,508 $153,000
Q1 2022

Apr 29, 2022

BUY
$107.24 - $115.01 $49,866 - $53,479
465 Added 44.84%
1,502 $169,000
Q4 2021

Feb 02, 2022

BUY
$104.33 - $112.16 $108,190 - $116,309
1,037 New
1,037 $116,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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