Number of Shares
76,440.00
Current Holdings Value*
$6.34 Mil
% of Portfolio
2.63%
Total Estimate Gain
$1.22 Mil
% of Total Estimate Gain
20.90%

Kathleen S. Wright Associates Inc.'s Vanguard International Dividend Appreciation ETF Holding Summary

As of 2025-03-31, Kathleen S. Wright Associates Inc. held 76,440.00 shares of Vanguard International Dividend Appreciation ETF(VIGI), totaling $6.34 Mil. This investment constitutes 2.63% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 0.09% of the outstanding Vanguard International Dividend Appreciation ETF(VIGI) stock.

The initial trade took place in 2021Q4. And since then Kathleen S. Wright Associates Inc. has made 12 purchases of VIGI, at an average price of $74.79, for a total of 77,911.00 shares. In addition, there have been 1 sales at an average price of $73.71 for 1,471.00 shares. Based on historical transaction data and VIGI's current price of $90.74, Kathleen S. Wright Associates Inc.'s estimated gain on his VIGI holdings is $1.22 Mil, reflecting a 20.90% gain to date.

Kathleen S. Wright Associates Inc. VIGI ($90.74) Holding Chart

Kathleen S. Wright Associates Inc. VIGI ($90.74) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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