Ownership history in ForthRight Wealth Management, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π ForthRight Wealth Management, LLC outperformed the S&P 500 by +0.1% annually on this VOO position. Timing score: 65% (13/20 decisions correct). Average cost basis: $340.62. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
20 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
13 of 20 add/trim decisions correct
Best entry: $313.53 (2022 Q3) Β· Worst: $610.65 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 7 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
π ForthRight Wealth Management, LLC has been actively increasing its VOO allocation β a bullish signal from insiders.
Currently 14.23% 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