Kathleen S. Wright Associates’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.31M | Buy |
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|
2025
Q2 | $8.59M | Sell |
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|
2025
Q1 | $8.22M | Buy |
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|
2024
Q4 | $8.39M | Buy |
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|
2024
Q3 | $7.87M | Buy |
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|
2024
Q2 | $6.64M | Buy |
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|
2024
Q1 | $6.56M | Buy |
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|
2023
Q4 | $5.94M | Buy |
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|
2023
Q3 | $5.01M | Buy |
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|
2023
Q2 | $5.23M | Buy |
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|
2023
Q1 | $5M | Buy |
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|
2022
Q4 | $4.7M | Buy |
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|
2022
Q3 | $2.78M | Buy |
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|
2022
Q2 | $2.35M | Buy |
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|
2022
Q1 | $2.38M | Buy |
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|
2021
Q4 | $2.19M | Buy |
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