Forth Right Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Forth Right Wealth Management, LLC

$339 Million
Q4 2025

A detailed history of Forth Right Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 2,552 shares of VIG stock, worth $464,846. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,552

Previous 2,550 0.08%

Holding current value

$464,846

Previous $464,000 -0.0%

% of portfolio

0.14%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	N/A	2 Added 0.08%	2,552 $464,000
Q3 2025 Nov 07, 2025	BUY	N/A	285 Added 12.58%	2,550 $464,000
Q4 2024 Jan 17, 2025	SELL	N/A	-12 Reduced 0.53%	2,265 $412,000
Q3 2024 Oct 28, 2024	BUY	$182.15 - $182.15 $182,150 - $182,150	1,000 Added 78.31%	2,277 $414,000
Q2 2024 Jul 12, 2024	SELL	$173.33 - $185.29 $20,972 - $22,420	-121 Reduced 8.66%	1,277 $233,000

Q1 2024 Apr 23, 2024	BUY	$168.47 - $182.98 $235,521 - $255,806	1,398 New	1,398 $255,000
Q1 2023 Apr 18, 2023	BUY	$147.24 - $158.33 $210,994 - $226,886	1,433 New	1,433 $220,000
Q1 2022 Apr 14, 2022	SELL	N/A	-1,308 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	N/A	1,308 New	1,308 $225,000

Others Institutions Holding VIG

# of Institutions

2,661

Shares Held

226M

Call Options Held

502K

Put Options Held

109K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forth Right Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forth Right Wealth Management, LLC with notifications on news.

Account

Forth Right Wealth Management, LLC Vanguard Dividend Appreciation Transaction History