KSWA
Kathleen S. Wright Associates’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
921
| – | – | 0.1% | 100 |
|
|
2025
Q1 | $237K | Buy |
921
+66
| +8% | +$17K | 0.1% | 102 |
|
|
2024
Q4 | $230K | Buy |
855
+44
| +5% | +$11.9K | 0.1% | 106 |
|
|
2024
Q3 | $214K | Buy |
811
+34
| +4% | +$8.95K | 0.09% | 109 |
|
|
2024
Q2 | $194K | Buy |
777
+63
| +9% | +$15.7K | 0.09% | 108 |
|
|
2024
Q1 | $171K | Buy |
714
+27
| +4% | +$6.47K | 0.08% | 109 |
|
|
2023
Q4 | $150K | Buy |
687
+161
| +31% | +$35.1K | 0.08% | 104 |
|
|
2023
Q3 | $103K | Buy |
526
+10
| +2% | +$1.96K | 0.06% | 107 |
|
|
2023
Q2 | $105K | Buy |
516
+1
| +0.2% | +$203 | 0.07% | 90 |
|
|
2023
Q1 | $96.3K | Buy |
515
+1
| +0.2% | +$187 | 0.06% | 92 |
|
|
2022
Q4 | $90K | Sell |
514
-254
| -33% | -$44.5K | 0.06% | 102 |
|
|
2022
Q3 | $126K | Buy |
768
+3
| +0.4% | +$492 | 0.1% | 91 |
|
|
2022
Q2 | $132K | Buy |
765
+2
| +0.3% | +$345 | 0.11% | 85 |
|
|
2022
Q1 | $159K | Sell |
763
-129
| -14% | -$26.9K | 0.12% | 84 |
|
|
2021
Q4 | $197K | Buy |
+892
| New | +$197K | 0.14% | 82 |
|