Forthright Family Wealth Advisory LLC Sells in Q3 2024

Forthright Family Wealth Advisory LLC

  • $156 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-333K
- 47.87%
$60.84 - $67.51 $20.2M - $22.5M
362K $25.9B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-49.7K
- 90.69%
$74.26 - $78.84 $3.69M - $3.92M
5.1K $391M
EFV
Msci Eafe Value ETF

ETFs
-69.1K
- 49.39%
$51.72 - $57.96 $3.57M - $4M
70.8K $3.9B
IEMG
Ishares Inc

ETFs
-47.6K
- 90.25%
$53.64 - $53.64 $2.55M - $2.55M
5.14K $283M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-14.5K
- 73.68%
$113.45 - $126.18 $1.64M - $1.83M
5.17K $693M
VGLT
Vanguard Long Term Treasury Et

ETFs
-12.2K
- 18.48%
$56.52 - $63.23 $688K - $770K
53.7K $3.18B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-12.6K
- 9.15%
$44.9 - $47.55 $567K - $601K
125K $5.82B
DFAI
Dimensional ETF Tr

ETFs
-14.4K
- 54.49%
$28.69 - $32.06 $413K - $461K
12K $368M
OEF
Ishares S&P 100 ETF

ETFs
-2.47K
- 17.61%
$266.03 - $266.03 $656K - $656K
11.5K $3.41B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.72K
- 35.51%
$76.38 - $78.87 $284K - $294K
6.76K $526M
AAPL
Apple Inc.

Technology
-2.74K
- 20.35%
$207.23 - $234.82 $567K - $643K
10.7K $2.6B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-2.01K
- 36.51%
$69.16 - $76.64 $139K - $154K
3.5K $255M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.74K
- 9.98%
$47.0 - $47.84 $81.7K - $83.1K
15.7K $744M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-1.77K
- 15.22%
$41.34 - $43.55 $73.2K - $77.1K
9.87K $419M
UNH
Unitedhealth Group Inc

Healthcare
-131
- 22.9%
$488.01 - $604.18 $63.9K - $79.1K
441 $242M
VEA
Vanguard Ftse Developed Market

ETFs
-1.61K
- 5.36%
$47.6 - $53.31 $76.5K - $85.7K
28.4K $1.44B
BSX
Boston Scientific Corp

Healthcare
-1.04K
- 24.15%
$72.96 - $84.0 $76.1K - $87.6K
3.28K $295M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-910
- 20.0%
$57.32 - $62.65 $52.2K - $57K
3.64K $243M
IYW
Ishares Dj Us Tech ETF

ETFs
-2.84K
- 9.36%
$133.16 - $158.73 $379K - $451K
27.5K $4.56B
BNDX
Vanguard Total International B

ETFs
-911
- 5.15%
$48.42 - $50.35 $44.1K - $45.9K
16.8K $848M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-234
- 16.03%
$178.41 - $210.18 $41.7K - $49.2K
1.23K $249M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-388
- 16.55%
$105.53 - $118.34 $40.9K - $45.9K
1.96K $244M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-522
- 4.22%
$41.9 - $48.26 $21.9K - $25.2K
11.9K $550M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-470
- 8.84%
$475.2 - $527.7 $223K - $248K
4.85K $2.71B
PGR
Progressive Corp

Financial Services
-3
- 0.21%
$209.46 - $259.24 $628 - $778
1.41K $358M
VXF
Vanguard Extended Market ETF

ETFs
-63
- 2.81%
$163.98 - $182.92 $10.3K - $11.5K
2.18K $449M
IFRA
Ishares Tr

ETFs
-2.18K
- 7.45%
$41.55 - $46.97 $90.6K - $102K
27.1K $1.36B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.44K
- 7.27%
$162.64 - $179.3 $723K - $797K
56.7K $10.6B
PCOR
Procore Technologies, Inc.

Technology
-64
- 0.71%
$51.74 - $71.71 $3.31K - $4.59K
9K $747M
Activity Summary
Buys All Purchases 27 New Holdings 9 Increased Positions 18 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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