Forum Financial Management, LP Vanguard Small Cap ETF Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

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 1,014 shares of VB stock, worth $246,148. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,014
Previous 1,229 17.49%
Holding current value
$246,148
Previous $267,000 10.11%
% of portfolio
0.0%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,108
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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