Ownership history in ForthRight Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 78,913 | -1,549 | -1.9% | 14.23% | $49.5M | $627.13 |
| 2025 Q3 | ADDED | 80,462 | +1,088 | +1.4% | 14.32% | $49.3M | $610.65 |
| 2025 Q2 | ADDED | 79,374 | +2,875 | +3.8% | 14.06% | $45.1M | $564.81 |
| 2025 Q1 | ADDED | 76,499 | +1,223 | +1.6% | 13.15% | $39.3M | $509.43 |
| 2024 Q4 | REDUCED | 75,276 | -141 | -0.2% | 13.52% | $40.6M | $532.26 |
| 2024 Q3 | REDUCED | 75,417 | -1,561 | -2.0% | 13.25% | $39.8M | $519.60 |
| 2024 Q2 | REDUCED | 76,978 | -1,537 | -2.0% | 13.84% | $38.5M | $490.95 |
| 2024 Q1 | ADDED | 78,515 | +345 | +0.4% | 13.55% | $37.7M | $470.20 |
| 2023 Q4 | ADDED | 78,170 | +2,422 | +3.2% | 13.23% | $34.1M | $425.89 |
| 2023 Q3 | REDUCED | 75,748 | -257 | -0.3% | 12.82% | $29.7M | $381.32 |
As of 2025 Q4 — sorted by position size