ForthRight Wealth Management, LLC BIV holdings history
VANGUARD INTERMEDIATE-TERM B · CUSIP 921937819 · CIK 1841633
As of 2026-06-30, ForthRight Wealth Management, LLC reported 332.23K BIV (shares), valued at $25.48M, or 6.52% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares increased 5.36%; reported value increased 4.71%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.52% | 332,229 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 6.90% | 315,313 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 6.43% | 287,200 | SEC filing ↗Filed Jan 13, 2026 |
| Q3 2025 | 6.19% | 272,765 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 6.38% | 264,520 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 7.02% | 273,928 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 6.65% | 267,151 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 6.55% | 250,916 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 5.91% | 219,523 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 5.40% | 199,468 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 5.48% | 185,118 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 5.69% | 182,465 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.69% | 182,465 | $13.19M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 5.48% | 185,118 | $14.14M | Shares increased 1.45%; reported value increased 7.16%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 5.40% | 199,468 | $15.04M | Shares increased 7.75%; reported value increased 6.37%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 5.91% | 219,523 | $16.44M | Shares increased 10.05%; reported value increased 9.31%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 6.55% | 250,916 | $19.66M | Shares increased 14.30%; reported value increased 19.61%, and weight changed +0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 6.65% | 267,151 | $19.96M | Shares increased 6.47%; reported value increased 1.53%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 7.02% | 273,928 | $20.97M | Shares increased 2.54%; reported value increased 5.06%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 6.38% | 264,520 | $20.46M | Shares decreased 3.43%; reported value decreased 2.46%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 6.19% | 272,765 | $21.30M | Shares increased 3.12%; reported value increased 4.12%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 6.43% | 287,200 | $22.37M | Shares increased 5.29%; reported value increased 5.01%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2026 |
| Q1 2026 | 6.90% | 315,313 | $24.34M | Shares increased 9.79%; reported value increased 8.80%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 6.52% | 332,229 | $25.48M | Shares increased 5.36%; reported value increased 4.71%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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