ForthRight Wealth Management, LLC VOO Holdings History
ForthRight Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, ForthRight Wealth Management, LLC held 76,499.00 shares of Vanguard S&P 500 ETF(VOO), totaling $39.31 Mil. This investment constitutes 13.15% of their stock portfolio, and ForthRight Wealth Management, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then ForthRight Wealth Management, LLC has made 12 purchases of VOO, at an average price of $346.95, for a total of 80,783.00 shares. In addition, there have been 5 sales at an average price of $464.93 for 4,284.00 shares. Based on historical transaction data and VOO's current price of $570.61, ForthRight Wealth Management, LLC's estimated gain on his VOO holdings is $17.62 Mil, reflecting a 62.85% gain to date.
ForthRight Wealth Management, LLC VOO ($570.61) Holding Chart
ForthRight Wealth Management, LLC VOO ($570.61) 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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