Kathleen S. Wright Associates’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $284K | Buy |
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|
2025
Q2 | $263K | Hold |
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|
2025
Q1 | $237K | Buy |
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|
2024
Q4 | $230K | Buy |
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|
2024
Q3 | $214K | Buy |
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|
2024
Q2 | $194K | Buy |
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|
2024
Q1 | $171K | Buy |
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|
2023
Q4 | $150K | Buy |
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|
2023
Q3 | $103K | Buy |
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|
2023
Q2 | $105K | Buy |
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|
2023
Q1 | $96.3K | Buy |
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|
2022
Q4 | $90K | Sell |
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|
2022
Q3 | $126K | Buy |
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|
2022
Q2 | $132K | Buy |
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|
2022
Q1 | $159K | Sell |
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|
2021
Q4 | $197K | Buy |
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