Forthright Family Wealth Advisory LLC VOO Holdings History
Forthright Family Wealth Advisory LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Forthright Family Wealth Advisory LLC held 3,614.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.86 Mil. This investment constitutes 1.23% of their stock portfolio, and Forthright Family Wealth Advisory LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2023Q4. And since then Forthright Family Wealth Advisory LLC has made 1 purchases of VOO, at an average price of $414.12, for a total of 5,413.00 shares. In addition, there have been 4 sales at an average price of $529.47 for 1,799.00 shares. Based on historical transaction data and VOO's current price of $577.95, Forthright Family Wealth Advisory LLC's estimated gain on his VOO holdings is $799,596.62, reflecting a 35.67% gain to date.
Forthright Family Wealth Advisory LLC VOO ($577.95) Holding Chart
Forthright Family Wealth Advisory LLC VOO ($577.95) 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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