Kathleen S. Wright Associates’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.87M | Buy |
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|
2025
Q2 | $3.46M | Sell |
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|
2025
Q1 | $3.24M | Buy |
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|
2024
Q4 | $3.49M | Buy |
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|
2024
Q3 | $3.31M | Buy |
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|
2024
Q2 | $2.71M | Buy |
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|
2024
Q1 | $2.77M | Sell |
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|
2023
Q4 | $2.65M | Buy |
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|
2023
Q3 | $2.15M | Buy |
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|
2023
Q2 | $2.16M | Sell |
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|
2023
Q1 | $2.07M | Buy |
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|
2022
Q4 | $1.98M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $848K | Buy |
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