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ForthRight Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

ForthRight Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-80
Closed -$11K – 171
2020
Q4 		$11K Buy
+80
New +$10.3K 0.01% 123

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MG
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AL
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ForthRight Wealth Management's VBR Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2021, closing a stake of 80 shares — an estimated $11K sold.

ForthRight Wealth Management first reported a position in VBR in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 976 funds tracked by Wall St. Rank hold VBR as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 80 Vanguard Small-Cap Value ETF shares in Q1 2021, an estimated $11K.
  • ForthRight Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Vanguard Small-Cap Value ETF position peaked at $11K in Q4 2020.
  • 976 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.