ForthRight Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

ForthRight Wealth Management’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$290K	Sell	4,272 -90	-2%	-$6.51K	0.08%	63
2025 Q4	$323K	Sell	4,362 -330	-7%	-$24.3K	0.09%	58
2025 Q3	$341K	Buy	4,692 +450	+11%	+$31.1K	0.1%	54
2025 Q2	$280K	Hold	4,242	–	–	0.09%	57
2025 Q1	$236K	Hold	4,242	–	–	0.08%	58
2024 Q4	$259K	Sell	4,242 -1,068	-20%	-$64.1K	0.09%	55
2024 Q3	$306K	Hold	5,310	–	–	0.1%	53
2024 Q2	$295K	Sell	5,310 -366	-6%	-$19K	0.11%	51
2024 Q1	$288K	Buy	5,676 +6	+0.1%	+$290	0.1%	53
2023 Q4	$256K	Hold	5,670	–	–	0.1%	50
2023 Q3	$233K	Hold	5,670	–	–	0.1%	52
2023 Q2	$240K	Hold	5,670	–	–	0.1%	50
2023 Q1	$218K	Buy	+5,670	New	+$208K	0.1%	54

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

ForthRight Wealth Management's VOOG Position: Q1 2026 in Review

ForthRight Wealth Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 2.1% in Q1 2026, selling an estimated $6.51K and leaving 4,272 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #63.

ForthRight Wealth Management first reported a position in VOOG in Q1 2023 and has held it in 13 quarters since. The position peaked at $341K in Q3 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

ForthRight Wealth Management held 4,272 shares of Vanguard S&P 500 Growth ETF worth $290K as of Q1 2026.
ForthRight Wealth Management sold 90 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $6.51K.
Vanguard S&P 500 Growth ETF made up 0.08% of ForthRight Wealth Management's portfolio in Q1 2026, its #63 holding.
ForthRight Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2023 and has held it in 13 quarters since.
ForthRight Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $341K in Q3 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.