Forthright Family Wealth Advisory LLC BRTR Holdings History
Forthright Family Wealth Advisory LLC's Vanguard Core Bond ETF Holding Summary
As of 2025-03-31, Forthright Family Wealth Advisory LLC held 270,343.00 shares of Vanguard Core Bond ETF(BRTR), totaling $13.61 Mil. This investment constitutes 8.99% of their stock portfolio, and Forthright Family Wealth Advisory LLC now holds 6.93% of the outstanding Vanguard Core Bond ETF(BRTR) stock.
The initial trade took place in 2024Q4. And since then Forthright Family Wealth Advisory LLC has made 2 purchases of BRTR, at an average price of $50.49, for a total of 270,343.00 shares. Based on historical transaction data and BRTR's current price of $50.11, Forthright Family Wealth Advisory LLC's estimated gain on his BRTR holdings is $-102,429.53, reflecting a -0.75% gain to date.
Forthright Family Wealth Advisory LLC BRTR ($50.11) Holding Chart
Forthright Family Wealth Advisory LLC BRTR ($50.11) 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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