Vanguard S&p 500 Etf idx shares owned by Forthright Family Wealth Advisory
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Forthright Family Wealth Advisory
from 13F filings
Historical chart of Forthright Family Wealth Advisory investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Forthright Family Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.3k | 612.50 |
| 2025-06-30 | $1.4M | 2.4k | 568.12 |
| 2025-03-31 | $1.9M | 3.6k | 513.96 |
| 2024-12-31 | $2.2M | 4.2k | 538.85 |
| 2024-09-30 | $2.7M | 4.8k | 558.85 |
| 2024-06-30 | $2.7M | 5.3k | 500.14 |
| 2024-03-31 | $2.6M | 5.4k | 480.71 |
| 2023-12-31 | $2.1M | 4.9k | 436.80 |
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