Kathleen S. Wright Associates Inc. VANGUARD WELLINGTON FD Transaction History

Kathleen S. Wright Associates Inc.

  • $244 Million
  • Q2 2025
Number of Shares
14,900
Previous 9,800 52.04%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
N/A
5,100 Added 52.04%
14,900 $0
Q1 2025

May 05, 2025
BUY
N/A
3,400 Added 53.13%
9,800 $0
Q4 2024

Jan 24, 2025
BUY
N/A
3,400 Added 113.33%
6,400 $0
Q2 2024

Jul 17, 2024
BUY
N/A
3,000 New
3,000 $0
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