Kathleen S. Wright Associates Inc. VOO Holdings History
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 $583.26, Kathleen S. Wright Associates Inc.'s estimated gain on his VOO holdings is $6.67 Mil, reflecting a 35.29% gain to date.
Kathleen S. Wright Associates Inc. VOO ($583.26) Holding Chart
Kathleen S. Wright Associates Inc. VOO ($583.26) 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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