Forth Right Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Forth Right Wealth Management, LLC

$290 Million
Q3 2024

A detailed history of Forth Right Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 39,372 shares of VO stock, worth $10.8 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares

39,372

Previous 37,100 6.12%

Holding current value

$10.8 Million

Previous $8.98 Million 15.66%

% of portfolio

3.58%

Previous 3.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$237.84 - $263.83 $540,372 - $599,421	2,272 Added 6.12%	39,372 $10.4 Million
Q2 2024 Jul 12, 2024	BUY	$234.99 - $248.98 $631,418 - $669,009	2,687 Added 7.81%	37,100 $8.98 Million
Q1 2024 Apr 23, 2024	BUY	$225.86 - $249.86 $168,717 - $186,645	747 Added 2.22%	34,413 $8.6 Million
Q4 2023 Jan 23, 2024	BUY	$195.66 - $233.95 $393,472 - $470,473	2,011 Added 6.35%	33,666 $7.83 Million
Q3 2023 Oct 24, 2023	BUY	$206.6 - $228.23 $147,719 - $163,184	715 Added 2.31%	31,655 $6.59 Million
Q2 2023 Jul 17, 2023	BUY	$203.43 - $220.16 $4.5 Million - $4.88 Million	22,143 Added 251.71%	30,940 $6.81 Million
Q1 2023 Apr 18, 2023	BUY	$200.2 - $225.98 $1.76 Million - $1.99 Million	8,797 New	8,797 $1.86 Million

Others Institutions Holding VO

# of Institutions

2,089

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Forth Right Wealth Management, LLC Vanguard Mid Cap ETF Transaction History