Forthright Family Wealth Advisory LLC Vanguard Extended Market ETF Transaction History
Forthright Family Wealth Advisory LLC
- $141 Million
- Q2 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 1,155 shares of VXF stock, worth $245,726. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,155
Previous 1,721
32.89%
Holding current value
$245,726
Previous $296,000
25.0%
% of portfolio
0.16%
Previous 0.22%
Shares
7 transactions
Others Institutions Holding VXF
# of Institutions
995Shares Held
50.3MCall Options Held
12.5KPut Options Held
1.5K-
Morgan Stanley New York, NY3.66MShares$778 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.28MShares$699 Million1.66% of portfolio
-
Envestnet Asset Management Inc2.93MShares$624 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.71MShares$363 Million0.02% of portfolio
-
Wealthspire Advisors, LLC New York, NY1.63MShares$347 Million1.78% of portfolio