FWM
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ForthRight Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

ForthRight Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-126
Closed -$5K – 179
2020
Q4 		$5K Buy
+126
New +$5.03K ﹤0.01% 153

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

ForthRight Wealth Management sold out of Vanguard Growth ETF (VUG) in Q1 2021, closing a stake of 126 shares — an estimated $5K sold.

ForthRight Wealth Management first reported a position in VUG in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 1,358 funds tracked by Wall St. Rank hold VUG as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Vanguard Growth ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 126 Vanguard Growth ETF shares in Q1 2021, an estimated $5K.
  • ForthRight Wealth Management first reported a position in Vanguard Growth ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Vanguard Growth ETF position peaked at $5K in Q4 2020.
  • 1,358 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2021.

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