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 Q2	$353K	Hold	4,272	–	–	0.09%	61
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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ForthRight Wealth Management's VOOG Position: Q2 2026 in Review

ForthRight Wealth Management held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 4,272 shares worth $353K. The position accounts for 0.09% of the portfolio, ranked #61.

ForthRight Wealth Management first reported a position in VOOG in Q1 2023 and has held it in 14 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

ForthRight Wealth Management held 4,272 shares of Vanguard S&P 500 Growth ETF worth $353K as of Q2 2026.
ForthRight Wealth Management left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Growth ETF made up 0.09% of ForthRight Wealth Management's portfolio in Q2 2026, its #61 holding.
ForthRight Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.