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

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025
Number of Shares
15,160
Previous 14,900 1.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
N/A
260 Added 1.74%
15,160 $0
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
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