Ownership history in ForthRight Wealth Management, LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in VANGUARD INTERMEDIATE-TERM BOND ETF (BIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ForthRight Wealth Management, LLC underperformed the S&P 500 by β13.1% annually on this BIV position. Timing score: 42% (8/19 decisions correct). Average cost basis: $71.90. Maximum drawdown during holding period: β15.3%.
β Significantly underperformed the S&P 500 by 13.1% ann.
19 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 19 add/trim decisions correct
Best entry: $65.66 (2023 Q3) Β· Worst: $77.36 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
16 adds Β· 4 trims. Bought during 7 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 6.43% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size