KSWA
Kathleen S. Wright Associates’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7M | Buy |
45,264
+1,433
| +3% | +$814K | 10.03% | 1 |
|
|
2025
Q1 | $22.5M | Buy |
43,831
+4,989
| +13% | +$2.56M | 9.31% | 2 |
|
|
2024
Q4 | $20.9M | Buy |
38,842
+2,573
| +7% | +$1.39M | 8.72% | 2 |
|
|
2024
Q3 | $19.1M | Buy |
36,269
+4,417
| +14% | +$2.33M | 7.9% | 2 |
|
|
2024
Q2 | $15.9M | Buy |
31,852
+1,477
| +5% | +$739K | 7.32% | 2 |
|
|
2024
Q1 | $14.6M | Buy |
30,375
+1,592
| +6% | +$765K | 6.88% | 2 |
|
|
2023
Q4 | $12.6M | Buy |
28,783
+4,302
| +18% | +$1.88M | 6.4% | 3 |
|
|
2023
Q3 | $9.61M | Buy |
24,481
+1,895
| +8% | +$744K | 5.38% | 3 |
|
|
2023
Q2 | $9.2M | Buy |
22,586
+1,257
| +6% | +$512K | 5.86% | 2 |
|
|
2023
Q1 | $8.02M | Buy |
21,329
+877
| +4% | +$330K | 5.27% | 3 |
|
|
2022
Q4 | $7.19M | Buy |
20,452
+7,324
| +56% | +$2.57M | 4.87% | 3 |
|
|
2022
Q3 | $4.31M | Buy |
13,128
+3,568
| +37% | +$1.17M | 3.5% | 4 |
|
|
2022
Q2 | $3.32M | Buy |
9,560
+2,859
| +43% | +$992K | 2.79% | 8 |
|
|
2022
Q1 | $2.78M | Buy |
6,701
+1,884
| +39% | +$782K | 2.03% | 12 |
|
|
2021
Q4 | $2.1M | Buy |
+4,817
| New | +$2.1M | 1.55% | 20 |
|