KSWA
Kathleen S. Wright Associates’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
5,732
+22
| +0.4% | +$3.89K | 0.4% | 50 |
|
|
2025
Q1 | $986K | Hold |
5,710
| – | – | 0.41% | 45 |
|
|
2024
Q4 | $967K | Buy |
5,710
+980
| +21% | +$166K | 0.4% | 50 |
|
|
2024
Q3 | $826K | Buy |
4,730
+340
| +8% | +$59.4K | 0.34% | 55 |
|
|
2024
Q2 | $704K | Buy |
4,390
+210
| +5% | +$33.7K | 0.32% | 58 |
|
|
2024
Q1 | $681K | Hold |
4,180
| – | – | 0.32% | 58 |
|
|
2023
Q4 | $625K | Sell |
4,180
-390
| -9% | -$58.3K | 0.32% | 59 |
|
|
2023
Q3 | $630K | Hold |
4,570
| – | – | 0.35% | 58 |
|
|
2023
Q2 | $649K | Buy |
4,570
+50
| +1% | +$7.11K | 0.41% | 52 |
|
|
2023
Q1 | $624K | Hold |
4,520
| – | – | 0.41% | 55 |
|
|
2022
Q4 | $634K | Buy |
4,520
+1,600
| +55% | +$224K | 0.43% | 52 |
|
|
2022
Q3 | $361K | Buy |
+2,920
| New | +$361K | 0.29% | 70 |
|