Kathleen S. Wright Associates Inc. VTES Holdings History
Kathleen S. Wright Associates Inc.'s Vanguard Short-Term Tax Exempt Bond ETF Holding Summary
As of 2025-03-31, Kathleen S. Wright Associates Inc. held 9,800.00 shares of Vanguard Short-Term Tax Exempt Bond ETF(VTES), totaling $985,000.00. This investment constitutes 0.41% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 0.13% of the outstanding Vanguard Short-Term Tax Exempt Bond ETF(VTES) stock.
The initial trade took place in 2024Q2. And since then Kathleen S. Wright Associates Inc. has made 3 purchases of VTES, at an average price of $100.45, for a total of 9,800.00 shares. Based on historical transaction data and VTES's current price of $101.16, Kathleen S. Wright Associates Inc.'s estimated gain on his VTES holdings is $6,966.00, reflecting a 0.71% gain to date.
Kathleen S. Wright Associates Inc. VTES ($101.16) Holding Chart
Kathleen S. Wright Associates Inc. VTES ($101.16) 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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