Kathleen S. Wright Associates Inc. VUG Holdings History
Kathleen S. Wright Associates Inc.'s Vanguard Growth ETF Holding Summary
As of 2025-03-31, Kathleen S. Wright Associates Inc. held 24,846.00 shares of Vanguard Growth ETF(VUG), totaling $9.21 Mil. This investment constitutes 3.82% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then Kathleen S. Wright Associates Inc. has made 10 purchases of VUG, at an average price of $281.57, for a total of 26,861.00 shares. In addition, there have been 4 sales at an average price of $298.85 for 2,015.00 shares. Based on historical transaction data and VUG's current price of $452.27, Kathleen S. Wright Associates Inc.'s estimated gain on his VUG holdings is $4.28 Mil, reflecting a 56.54% gain to date.
Kathleen S. Wright Associates Inc. VUG ($452.27) Holding Chart
Kathleen S. Wright Associates Inc. VUG ($452.27) 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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