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 $10.4 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
39,372
Previous 37,100
6.12%
Holding current value
$10.4 Million
Previous $8.98 Million
15.66%
% of portfolio
3.58%
Previous 3.29%
Shares
7 transactions
Others Institutions Holding VO
# of Institutions
2,034Shares Held
171MCall Options Held
58.4KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.12 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.24 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.72 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.17 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.94 Billion0.14% of portfolio