KSWA
Kathleen S. Wright Associates’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
3,325
+8
| +0.2% | +$840 | 0.14% | 90 |
|
|
2025
Q1 | $327K | Buy |
3,317
+8
| +0.2% | +$790 | 0.14% | 90 |
|
|
2024
Q4 | $349K | Buy |
3,309
+17
| +0.5% | +$1.79K | 0.15% | 89 |
|
|
2024
Q3 | $348K | Buy |
3,292
+8
| +0.2% | +$845 | 0.14% | 90 |
|
|
2024
Q2 | $325K | Hold |
3,284
| – | – | 0.15% | 89 |
|
|
2024
Q1 | $338K | Buy |
3,284
+5
| +0.2% | +$515 | 0.16% | 85 |
|
|
2023
Q4 | $308K | Sell |
3,279
-82
| -2% | -$7.71K | 0.16% | 88 |
|
|
2023
Q3 | $284K | Buy |
3,361
+12
| +0.4% | +$1.01K | 0.16% | 87 |
|
|
2023
Q2 | $297K | Buy |
3,349
+11
| +0.3% | +$974 | 0.19% | 73 |
|
|
2023
Q1 | $283K | Buy |
3,338
+1,427
| +75% | +$121K | 0.19% | 74 |
|
|
2022
Q4 | $313K | Sell |
1,911
-787
| -29% | -$129K | 0.21% | 77 |
|
|
2022
Q3 | $401K | Hold |
2,698
| – | – | 0.33% | 68 |
|
|
2022
Q2 | $413K | Buy |
2,698
+4
| +0.1% | +$612 | 0.35% | 64 |
|
|
2022
Q1 | $490K | Buy |
2,694
+55
| +2% | +$10K | 0.36% | 58 |
|
|
2021
Q4 | $505K | Buy |
+2,639
| New | +$505K | 0.37% | 60 |
|