ForthRight Wealth Management, LLC VO Holdings History
ForthRight Wealth Management, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, ForthRight Wealth Management, LLC held 41,552.00 shares of Vanguard Mid-Cap ETF(VO), totaling $10.75 Mil. This investment constitutes 3.6% of their stock portfolio, and ForthRight Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2023Q1. And since then ForthRight Wealth Management, LLC has made 9 purchases of VO, at an average price of $218.22, for a total of 41,552.00 shares. Based on historical transaction data and VO's current price of $282.23, ForthRight Wealth Management, LLC's estimated gain on his VO holdings is $2.66 Mil, reflecting a 29.33% gain to date.
ForthRight Wealth Management, LLC VO ($282.23) Holding Chart
ForthRight Wealth Management, LLC VO ($282.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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