Forthright Family Wealth Advisory LLC Vanguard Index Fds S&P 500 ETF Transaction History

Forthright Family Wealth Advisory LLC

$156 Billion
Q3 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 4,846 shares of VOO stock, worth $2.71 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

4,846

Previous 5,316 8.84%

Holding current value

$2.71 Million

Previous $2.66 Billion 1.86%

% of portfolio

1.74%

Previous 1.71%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 09, 2024	SELL	$475.2 - $527.7 $223,344 - $248,019	-470 Reduced 8.84%	4,846 $2.71 Billion
Q2 2024 Aug 12, 2024	SELL	$455.1 - $504.28 $44,144 - $48,915	-97 Reduced 1.79%	5,316 $2.66 Billion
Q1 2024 Apr 29, 2024	BUY	$429.43 - $481.35 $227,168 - $254,634	529 Added 10.83%	5,413 $2.6 Billion
Q4 2023 Feb 28, 2024	BUY	$377.32 - $438.19 $1.84 Million - $2.14 Million	4,884 New	4,884 $2.13 Billion

Others Institutions Holding VOO

# of Institutions

3,215

Shares Held

390M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forthright Family Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forthright Family Wealth Advisory LLC with notifications on news.

Account

Forthright Family Wealth Advisory LLC Vanguard Index Fds S&P 500 ETF Transaction History