Forum Financial Management, LP Vanguard Energy ETF Transaction History

Forum Financial Management, LP

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$111.77 - $131.7 $173,131 - $204,003	1,549 New	1,549 $204,000
Q3 2023 Nov 03, 2023	BUY	$110.08 - $130.52 $220 - $261	2 Added 0.11%	1,883 $238,000
Q2 2023 Jul 26, 2023	BUY	$105.87 - $119.99 $211 - $239	2 Added 0.11%	1,881 $212,000
Q1 2023 Apr 19, 2023	SELL	$106.22 - $128.7 $424 - $514	-4 Reduced 0.21%	1,879 $214,000
Q4 2022 Jan 24, 2023	SELL	$107.13 - $131.88 $13,712 - $16,880	-128 Reduced 6.36%	1,883 $0
Q3 2022 Nov 07, 2022	BUY	$93.77 - $118.45 $188,571 - $238,202	2,011 New	2,011 $204,000
Q2 2022 Aug 15, 2022	SELL	$97.94 - $128.99 $193,529 - $254,884	-1,976 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$80.1 - $110.55 $158,277 - $218,446	1,976 New	1,976 $211,000

675

22M

101K

18.9K

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