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 TAX-EXEMPT BOND ETF (VTEB). 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 | 144,087 | -9,883 | -6.4% | 2.08% | $7.2M | $50.00 |
| 2025 Q3 | ADDED | 153,970 | +17,265 | +12.6% | 2.24% | $7.7M | $49.23 |
| 2025 Q2 | REDUCED | 136,705 | -12,455 | -8.4% | 2.09% | $6.7M | $47.80 |
| 2025 Q1 | ADDED | 149,160 | +505 | +0.3% | 2.48% | $7.4M | $47.98 |
| 2024 Q4 | ADDED | 148,655 | +4,780 | +3.3% | 2.48% | $7.5M | $48.21 |
| 2024 Q3 | ADDED | 143,875 | +369 | +0.3% | 2.45% | $7.4M | $48.65 |
| 2024 Q2 | ADDED | 143,506 | +11,269 | +8.5% | 2.58% | $7.2M | $47.32 |
| 2024 Q1 | ADDED | 132,237 | +2,616 | +2.0% | 2.40% | $6.7M | $47.41 |
| 2023 Q4 | REDUCED | 129,621 | -15,174 | -10.5% | 2.56% | $6.6M | $47.59 |
| 2023 Q3 | REDUCED | 144,795 | -11,873 | -7.6% | 3.00% | $7.0M | $44.38 |
As of 2025 Q4 — sorted by position size