Kathleen S. Wright Associates Inc. VO Holdings History
Kathleen S. Wright Associates Inc.'s Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Kathleen S. Wright Associates Inc. held 31,799.00 shares of Vanguard Mid-Cap ETF(VO), totaling $8.22 Mil. This investment constitutes 3.41% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2021Q4. And since then Kathleen S. Wright Associates Inc. has made 14 purchases of VO, at an average price of $229.23, for a total of 31,799.00 shares. Based on historical transaction data and VO's current price of $287.44, Kathleen S. Wright Associates Inc.'s estimated gain on his VO holdings is $1.85 Mil, reflecting a 25.39% gain to date.
Kathleen S. Wright Associates Inc. VO ($287.44) Holding Chart
Kathleen S. Wright Associates Inc. VO ($287.44) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
