Forthright Family Wealth Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.36M Sell
2025
Q1
$1.86M Sell
2024
Q4
$2.24M Sell
2024
Q3
$2.71M Sell
2024
Q2
$2.66M Sell
2024
Q1
$2.6M Buy
2023
Q4
$2.13M Buy