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 $342,737. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,721
Previous 1,938
11.2%
Holding current value
$342,737
Previous $368,000
19.57%
% of portfolio
0.22%
Previous 0.27%
Shares
6 transactions
Others Institutions Holding VXF
# of Institutions
973Shares Held
50.8MCall Options Held
15.6KPut Options Held
3.4K-
Morgan Stanley New York, NY3.61MShares$719 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.14MShares$626 Million1.55% of portfolio
-
Envestnet Asset Management Inc2.74MShares$545 Million0.16% of portfolio
-
Royal Bank Of Canada Toronto, A62.08MShares$414 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$334 Million0.02% of portfolio