Forum Financial Management, LP Vanguard Small Cap ETF Transaction History

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025

A detailed history of Forum Financial Management, LP transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 1,235 shares of VB stock, worth $320,210. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,235
Previous 1,270 2.76%
Holding current value
$320,210
Previous $281,000 3.91%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$193.73 - $237.37 $6,780 - $8,307
-35 Reduced 2.76%
1,235 $292,000
Q1 2025

May 02, 2025
BUY
$217.89 - $252.64 $38,130 - $44,212
175 Added 15.98%
1,270 $281,000
Q4 2024

Feb 13, 2025
BUY
$233.76 - $261.58 $18,934 - $21,187
81 Added 7.99%
1,095 $263,000
Q3 2024

Oct 29, 2024
SELL
$214.77 - $237.72 $46,175 - $51,109
-215 Reduced 17.49%
1,014 $240,000
Q2 2024

Jul 30, 2024
SELL
$210.76 - $226.94 $192,213 - $206,969
-912 Reduced 42.6%
1,229 $267,000
Q1 2024

May 09, 2024
BUY
$204.0 - $228.59 $186,048 - $208,474
912 Added 74.21%
2,141 $489,000
Q4 2023

Feb 07, 2024
SELL
$175.26 - $215.9 $159,837 - $196,900
-912 Reduced 42.6%
1,229 $262,000
Q3 2023

Nov 03, 2023
BUY
$186.24 - $208.75 $2,979 - $3,340
16 Added 0.75%
2,141 $404,000
Q2 2023

Jul 26, 2023
SELL
$181.26 - $198.89 $7,975 - $8,751
-44 Reduced 2.03%
2,125 $422,000
Q1 2023

Apr 19, 2023
SELL
$179.51 - $208.76 $39,851 - $46,344
-222 Reduced 9.28%
2,169 $411,000
Q2 2022

Aug 15, 2022
BUY
$170.7 - $214.67 $33,969 - $42,719
199 Added 9.08%
2,391 $421,000
Q1 2022

May 16, 2022
SELL
$198.73 - $227.97 $25,238 - $28,952
-127 Reduced 5.48%
2,192 $465,000
Q4 2021

Feb 18, 2022
BUY
$215.13 - $239.37 $498,886 - $555,099
2,319 New
2,319 $524,000

Others Institutions Holding VB

# of Institutions
2,411
Shares Held
166M
Call Options Held
73.6K
Put Options Held
16.3K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email