Forthright Family Wealth Advisory LLC Vanguard Extended Market ETF Transaction History
Forthright Family Wealth Advisory LLC
- $134 Million
- Q1 2025
A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 1,721 shares of VXF stock, worth $339,260. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,721
Previous 1,938
11.2%
Holding current value
$339,260
Previous $368,000
19.57%
% of portfolio
0.22%
Previous 0.27%
Shares
6 transactions
Others Institutions Holding VXF
# of Institutions
975Shares Held
51.2MCall Options Held
15.6KPut Options Held
3.4K-
Morgan Stanley New York, NY3.61MShares$712 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.28MShares$647 Million1.66% of portfolio
-
Envestnet Asset Management Inc2.93MShares$578 Million0.17% of portfolio
-
Royal Bank Of Canada Toronto, A62.08MShares$410 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$330 Million0.02% of portfolio