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

Forthright Family Wealth Advisory LLC

$149 Billion
Q1 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 5,413 shares of VOO stock, worth $2.71 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

5,413

Previous 4,884 10.83%

Holding current value

$2.71 Million

Previous $2.13 Billion 21.97%

% of portfolio

1.75%

Previous 1.67%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

2,882

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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