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

Forthright Family Wealth Advisory LLC

$134 Million
Q1 2025

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 3,614 shares of VOO stock, worth $2.1 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

3,614

Previous 4,158 13.08%

Holding current value

$2.1 Million

Previous $2.24 Million 17.1%

% of portfolio

1.38%

Previous 1.63%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$507.05 - $563.67 $275,835 - $306,636	-544 Reduced 13.08%	3,614 $1.86 Million
Q4 2024 Mar 03, 2025	SELL	$521.84 - $558.82 $359,025 - $384,468	-688 Reduced 14.2%	4,158 $2.24 Million
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

3,695

Shares Held

531M

Call Options Held

2.14M

Put Options Held

2.72M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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