Forthright Family Wealth Advisory LLC VMBS Holdings History
Forthright Family Wealth Advisory LLC's Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2025-03-31, Forthright Family Wealth Advisory LLC held 115,910.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $5.37 Mil. This investment constitutes 3.55% of their stock portfolio, and Forthright Family Wealth Advisory LLC now holds 0.03% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2023Q4. And since then Forthright Family Wealth Advisory LLC has made 2 purchases of VMBS, at an average price of $44.34, for a total of 138,053.00 shares. In addition, there have been 3 sales at an average price of $46.32 for 22,143.00 shares. Based on historical transaction data and VMBS's current price of $45.92, Forthright Family Wealth Advisory LLC's estimated gain on his VMBS holdings is $226,870.75, reflecting a 3.71% gain to date.
Forthright Family Wealth Advisory LLC VMBS ($45.92) Holding Chart
Forthright Family Wealth Advisory LLC VMBS ($45.92) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
