FWM
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ForthRight Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

ForthRight Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-82
Closed -$17K – 174
2020
Q4 		$17K Buy
+82
New +$16.1K 0.01% 101

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Wells Fargo
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UBS Group
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ForthRight Wealth Management's VOT Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2021, closing a stake of 82 shares — an estimated $17K sold.

ForthRight Wealth Management first reported a position in VOT in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 623 funds tracked by Wall St. Rank hold VOT as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 82 Vanguard Mid-Cap Growth ETF shares in Q1 2021, an estimated $17K.
  • ForthRight Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $17K in Q4 2020.
  • 623 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2021.

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