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 INDEX FDS (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 | UNCHANGED | 1,437 | — | 0% | 0.51% | $901K | $627.13 |
| 2025 Q3 | UNCHANGED | 1,437 | — | 0% | 0.51% | $880K | $610.65 |
| 2025 Q2 | UNCHANGED | 1,437 | — | 0% | 0.55% | $816K | $564.81 |
| 2025 Q1 | UNCHANGED | 1,437 | — | 0% | 0.53% | $738K | $509.43 |
| 2024 Q4 | UNCHANGED | 1,437 | — | 0% | 0.55% | $774K | $532.26 |
| 2024 Q3 | UNCHANGED | 1,437 | — | 0% | 0.53% | $758K | $519.60 |
| 2024 Q2 | UNCHANGED | 1,437 | — | 0% | 0.56% | $719K | $490.95 |
| 2024 Q1 | UNCHANGED | 1,437 | — | 0% | 0.54% | $691K | $470.20 |
| 2023 Q4 | INITIATED | 1,437 | — | — | 0.53% | $628K | — |
As of 2025 Q4 — sorted by position size