FWM
ForthRight Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
44,968
+3,416
| +8% | +$956K | 3.92% | 10 |
|
|
2025
Q1 | $10.7M | Buy |
41,552
+1,561
| +4% | +$404K | 3.6% | 9 |
|
|
2024
Q4 | $10.6M | Buy |
39,991
+619
| +2% | +$163K | 3.52% | 9 |
|
|
2024
Q3 | $10.4M | Buy |
39,372
+2,272
| +6% | +$599K | 3.46% | 9 |
|
|
2024
Q2 | $8.98M | Buy |
37,100
+2,687
| +8% | +$651K | 3.23% | 9 |
|
|
2024
Q1 | $8.6M | Buy |
34,413
+747
| +2% | +$187K | 3.09% | 8 |
|
|
2023
Q4 | $7.83M | Buy |
33,666
+2,011
| +6% | +$468K | 3.03% | 8 |
|
|
2023
Q3 | $6.59M | Buy |
31,655
+715
| +2% | +$149K | 2.84% | 10 |
|
|
2023
Q2 | $6.81M | Buy |
30,940
+22,143
| +252% | +$4.87M | 2.85% | 10 |
|
|
2023
Q1 | $1.86M | Buy |
+8,797
| New | +$1.86M | 0.85% | 23 |
|