Forthright Family Wealth Advisory LLC Vanguard Extended Market ETF Transaction History
Forthright Family Wealth Advisory LLC
- $138 Million
- Q4 2024
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 1,938 shares of VXF stock, worth $329,460. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,938
Previous 2,182
11.18%
Holding current value
$329,460
Previous $449 Million
99.92%
% of portfolio
0.27%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding VXF
# of Institutions
971Shares Held
48.4MCall Options Held
21.5KPut Options Held
3.2K-
Wealthfront Advisers LLC3.45MShares$586 Million1.92% of portfolio
-
Morgan Stanley New York, NY3.37MShares$573 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.94MShares$499 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.61MShares$274 Million0.03% of portfolio
-
Fifth Third Bancorp1.2MShares$204 Million0.8% of portfolio