Ownership history in Wealth Forward, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Wealth Forward, LLC reported a position in VANGUARD BD INDEX FDS (BSV). 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 | 9,001 | -102 | -1.1% | 0.40% | $709K | $78.30 |
| 2025 Q3 | REDUCED | 9,103 | -130,191 | -93.5% | 0.42% | $718K | $77.38 |
| 2025 Q2 | ADDED | 139,294 | +779 | +0.6% | 7.37% | $11.0M | $76.42 |
| 2025 Q1 | ADDED | 138,515 | +990 | +0.7% | 7.72% | $10.8M | $75.30 |
| 2024 Q4 | ADDED | 137,525 | +13,017 | +10.5% | 7.50% | $10.6M | $73.88 |
| 2024 Q3 | ADDED | 124,508 | +5,058 | +4.2% | 6.87% | $9.8M | $74.34 |
| 2024 Q2 | ADDED | 119,450 | +1,122 | +0.9% | 7.16% | $9.2M | $71.83 |
| 2024 Q1 | ADDED | 118,328 | +3,269 | +2.8% | 7.14% | $9.1M | $71.22 |
| 2023 Q4 | INITIATED | 115,059 | — | — | 7.49% | $8.9M | — |
As of 2025 Q4 — sorted by position size