ForthRight Wealth Management, LLC VO holdings history
VNGRD MRNGSTR MD-CAP ETF-USD · CUSIP 922908629 · CIK 1841633
As of 2026-06-30, ForthRight Wealth Management, LLC reported 196.13K VO (shares), valued at $15.80M, or 4.04% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares increased 313.35%; reported value increased 15.97%, and weight changed +0.17 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 | 4.04% | 196,127 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 3.87% | 47,448 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 3.93% | 47,074 | SEC filing ↗Filed Jan 13, 2026 |
| Q3 2025 | 3.96% | 46,357 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 3.92% | 44,968 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 3.60% | 41,552 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 3.52% | 39,991 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 3.46% | 39,372 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 3.23% | 37,100 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 3.09% | 34,413 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 3.03% | 33,666 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 2.84% | 31,655 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.84% | 31,655 | $6.59M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 3.03% | 33,666 | $7.83M | Shares increased 6.35%; reported value increased 18.81%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 3.09% | 34,413 | $8.60M | Shares increased 2.22%; reported value increased 9.79%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 3.23% | 37,100 | $8.98M | Shares increased 7.81%; reported value increased 4.46%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 3.46% | 39,372 | $10.39M | Shares increased 6.12%; reported value increased 15.65%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 3.52% | 39,991 | $10.56M | Shares increased 1.57%; reported value increased 1.69%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 3.60% | 41,552 | $10.75M | Shares increased 3.90%; reported value increased 1.73%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 3.92% | 44,968 | $12.58M | Shares increased 8.22%; reported value increased 17.10%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 3.96% | 46,357 | $13.62M | Shares increased 3.09%; reported value increased 8.21%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 3.93% | 47,074 | $13.66M | Shares increased 1.55%; reported value increased 0.33%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2026 |
| Q1 2026 | 3.87% | 47,448 | $13.63M | Shares increased 0.79%; reported value decreased 0.26%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 4.04% | 196,127 | $15.80M | Shares increased 313.35%; reported value increased 15.97%, and weight changed +0.17 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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