Number of Shares
43,831.00
Current Holdings Value*
$22.53 Mil
% of Portfolio
9.34%
Total Estimate Gain
$6.65 Mil
% of Total Estimate Gain
35.20%

Kathleen S. Wright Associates Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Kathleen S. Wright Associates Inc. held 43,831.00 shares of Vanguard S&P 500 ETF(VOO), totaling $22.53 Mil. This investment constitutes 9.34% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q4. And since then Kathleen S. Wright Associates Inc. has made 14 purchases of VOO, at an average price of $431.11, for a total of 43,831.00 shares. Based on historical transaction data and VOO's current price of $582.86, Kathleen S. Wright Associates Inc.'s estimated gain on his VOO holdings is $6.65 Mil, reflecting a 35.20% gain to date.

Kathleen S. Wright Associates Inc. VOO ($582.86) Holding Chart

Kathleen S. Wright Associates Inc. VOO ($582.86) 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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