Forth Right Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Forth Right Wealth Management, LLC
- $338 Million
- Q3 2025
A detailed history of Forth Right Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 272,765 shares of BIV stock, worth $21.3 Million. This represents 6.31% of its overall portfolio holdings.
Number of Shares
272,765
Previous 264,520
3.12%
Holding current value
$21.3 Million
Previous $20.5 Million
4.12%
% of portfolio
6.31%
Previous 6.52%
Shares
20 transactions
Others Institutions Holding BIV
# of Institutions
1,030Shares Held
212MCall Options Held
3.5KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
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Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
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Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
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Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio