Kathleen S. Wright Associates Inc. Sells in Q2 2025

Kathleen S. Wright Associates Inc.

  • $244 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.21K
- 2.35%
$483.48 - $539.8 $585K - $653K
50.3K $24.4M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.86K
- 17.92%
$162.76 - $195.77 $628K - $755K
17.7K $3.44M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.3K
- 95.46%
$48.13 - $49.85 $351K - $364K
347 $17K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-9.39K
- 33.65%
$32.66 - $40.75 $307K - $383K
18.5K $749K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
-8.42K
- 80.8%
$22.92 - $28.04 $193K - $236K
2K $55K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.12K
- 7.25%
$72.02 - $73.82 $153K - $157K
27.2K $2M
DINT
Davis Fundamental ETF Tr

ETFs
-8.8K
- 24.04%
$19.97 - $25.86 $176K - $228K
27.8K $718K
EEMV
Ishares Msci Emerging Markets

ETFs
-2.95K
- 18.56%
$54.12 - $62.8 $159K - $185K
12.9K $811K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-3.29K
- 3.19%
$24.54 - $25.07 $80.8K - $82.5K
99.8K $2.5M
AAPL
Apple Inc.

Technology
-129
- 6.45%
$172.42 - $223.89 $22.2K - $28.9K
1.87K $383K
MUB
Ishares National Muni Bond ETF

ETFs
-445
- 20.13%
$102.31 - $105.8 $45.5K - $47.1K
1.77K $184K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.57K
- 94.05%
$22.92 - $28.05 $35.9K - $43.9K
99 $2K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-1.48K
- 3.2%
$28.18 - $29.22 $41.7K - $43.3K
44.8K $1.31M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-567
- 2.71%
$45.2 - $46.6 $25.6K - $26.4K
20.3K $941K
WFC
Wells Fargo & Company

Financial Services
-1K
- 14.13%
$60.98 - $80.12 $61K - $80.1K
6.08K $486K
DEO
Diageo PLC

Consumer Defensive
-100
- 10.64%
$99.86 - $115.75 $9.99K - $11.6K
840 $84K
CSGP
Costar Group, Inc.

Real Estate
-230
- 4.24%
$72.62 - $83.22 $16.7K - $19.1K
5.2K $418K
DISV
Dimensional ETF Tr Dimensional

ETFs
-870
- 19.46%
$25.93 - $32.91 $22.6K - $28.6K
3.6K $118K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-792
- 8.74%
$20.42 - $25.3 $16.2K - $20K
8.27K $209K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-54
- 94.74%
$50.48 - $64.85 $2.73K - $3.5K
3 $0
Brookfield Corp
-100
- 0.12%
N/A
81.8K $0
VEA
Vanguard Ftse Developed Market

ETFs
-82
- 12.71%
$45.65 - $57.01 $3.74K - $4.67K
563 $32K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-30
- 0.74%
$116.93 - $119.39 $3.51K - $3.58K
4K $476K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-71
- 1.32%
$40.82 - $43.14 $2.9K - $3.06K
5.32K $229K
EQT
Eqt Corp

Energy
-21
- 5.92%
$46.11 - $60.44 $968 - $1.27K
334 $19K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-9
- 0.02%
$50.52 - $50.92 $455 - $458
41.4K $2.11M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-576
- 7.25%
$39.89 - $49.46 $23K - $28.5K
7.37K $364K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-147
- 2.76%
$90.56 - $109.49 $13.3K - $16.1K
5.18K $566K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-2.08K
- 7.95%
$49.89 - $62.13 $104K - $129K
24.1K $1.5M
RODM
Hartford Multifactor Developed

ETFs
-100
- 1.24%
$28.23 - $34.22 $2.82K - $3.42K
7.99K $272K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-871
- 7.1%
$43.34 - $55.24 $37.7K - $48.1K
11.4K $629K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
-2.38K
- 2.19%
$37.28 - $45.23 $88.8K - $108K
106K $4.68M
ANSS
Ansys Inc

Technology
-100
- 4.35%
$284.19 - $351.22 $28.4K - $35.1K
2.2K $772K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-160
- 0.98%
$51.16 - $62.02 $8.19K - $9.92K
16.1K $998K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-61
- 0.34%
$83.8 - $101.39 $5.11K - $6.18K
17.9K $1.82M
VT
Vanguard Total World Stk Index

ETFs
-277
- 2.96%
$103.16 - $128.52 $28.6K - $35.6K
9.07K $1.17M
AFRM
Affirm Holdings, Inc.

Technology
-323
- 7.38%
$35.75 - $69.14 $11.5K - $22.3K
4.05K $280K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-257
- 6.24%
$180.84 - $240.32 $46.5K - $61.8K
3.86K $927K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.24K
- 2.34%
$34.72 - $42.74 $42.9K - $52.8K
51.7K $2.21M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-2.34K
- 1.71%
$42.54 - $50.99 $99.4K - $119K
135K $6.86M
VB
Vanguard Small Cap ETF

ETFs
-40
- 0.27%
$193.73 - $237.37 $7.75K - $9.49K
14.6K $3.46M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-541
- 3.36%
$104.23 - $134.39 $56.4K - $72.7K
15.6K $2.09M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-18
- 0.06%
$59.57 - $75.11 $1.07K - $1.35K
29.2K $2.19M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-547
- 1.09%
$53.65 - $67.02 $29.3K - $36.7K
49.5K $3.32M
VO
Vanguard Mid Cap ETF

ETFs
-1.11K
- 3.47%
$228.54 - $279.83 $253K - $309K
30.7K $8.59M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-7.14K
- 5.36%
$32.41 - $42.59 $231K - $304K
126K $5.37M
VUG
Vanguard Growth ETF

ETFs
-1.54K
- 6.21%
$329.49 - $438.4 $509K - $677K
23.3K $10.2M
Activity Summary
Buys All Purchases 49 New Holdings 7 Increased Positions 42 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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