KSWA
Kathleen S. Wright Associates’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.59M | Sell |
30,694
-1,105
| -3% | -$309K | 3.35% | 6 |
|
|
2025
Q1 | $8.22M | Buy |
31,799
+49
| +0.2% | +$12.7K | 3.4% | 6 |
|
|
2024
Q4 | $8.39M | Buy |
31,750
+1,927
| +6% | +$509K | 3.49% | 6 |
|
|
2024
Q3 | $7.87M | Buy |
29,823
+2,378
| +9% | +$627K | 3.25% | 6 |
|
|
2024
Q2 | $6.64M | Buy |
27,445
+1,191
| +5% | +$288K | 3.05% | 6 |
|
|
2024
Q1 | $6.56M | Buy |
26,254
+713
| +3% | +$178K | 3.09% | 7 |
|
|
2023
Q4 | $5.94M | Buy |
25,541
+1,469
| +6% | +$342K | 3.02% | 7 |
|
|
2023
Q3 | $5.01M | Buy |
24,072
+306
| +1% | +$63.7K | 2.8% | 8 |
|
|
2023
Q2 | $5.23M | Buy |
23,766
+76
| +0.3% | +$16.7K | 3.33% | 7 |
|
|
2023
Q1 | $5M | Buy |
23,690
+629
| +3% | +$133K | 3.28% | 7 |
|
|
2022
Q4 | $4.7M | Buy |
23,061
+8,277
| +56% | +$1.69M | 3.18% | 6 |
|
|
2022
Q3 | $2.78M | Buy |
14,784
+2,852
| +24% | +$536K | 2.25% | 12 |
|
|
2022
Q2 | $2.35M | Buy |
11,932
+1,932
| +19% | +$381K | 1.98% | 13 |
|
|
2022
Q1 | $2.38M | Buy |
10,000
+1,414
| +16% | +$336K | 1.73% | 16 |
|
|
2021
Q4 | $2.19M | Buy |
+8,586
| New | +$2.19M | 1.61% | 18 |
|