Forum Financial Management, LP Vanguard Ftse Developed Market Transaction History

Forum Financial Management, LP

$5.05 Billion
Q4 2024

A detailed history of Forum Financial Management, LP transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Forum Financial Management, LP holds 68,361 shares of VEA stock, worth $3.62 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

68,361

Previous 68,361 -0.0%

Holding current value

$3.62 Million

Previous $3.27 Million -0.0%

% of portfolio

0.06%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$47.57 - $52.44 $310,156 - $341,908	6,520 Added 10.54%	68,361 $3.27 Million
Q3 2024 Oct 29, 2024	BUY	$47.6 - $53.31 $229,812 - $257,380	4,828 Added 8.47%	61,841 $3.27 Million
Q2 2024 Jul 30, 2024	SELL	$47.83 - $51.21 $282,005 - $301,934	-5,896 Reduced 9.37%	57,013 $2.82 Million
Q1 2024 May 09, 2024	SELL	$46.21 - $50.27 $70,331 - $76,510	-1,522 Reduced 2.36%	62,909 $3.16 Million
Q4 2023 Feb 07, 2024	BUY	$41.58 - $47.99 $138,336 - $159,662	3,327 Added 5.44%	64,431 $3.09 Million
Q3 2023 Nov 03, 2023	BUY	$43.5 - $47.63 $213,150 - $233,387	4,900 Added 8.72%	61,104 $2.67 Million
Q2 2023 Jul 26, 2023	BUY	$44.63 - $47.33 $178,475 - $189,272	3,999 Added 7.66%	56,204 $2.6 Million
Q1 2023 Apr 19, 2023	SELL	$42.2 - $46.17 $272,401 - $298,027	-6,455 Reduced 11.0%	52,205 $2.36 Million
Q4 2022 Jan 24, 2023	BUY	$36.19 - $43.78 $620,007 - $750,038	17,132 Added 41.25%	58,660 $0
Q3 2022 Nov 07, 2022	SELL	$36.19 - $43.74 $228,901 - $276,655	-6,325 Reduced 13.22%	41,528 $1.51 Million
Q2 2022 Aug 15, 2022	BUY	$40.38 - $48.66 $289,686 - $349,086	7,174 Added 17.64%	47,853 $1.95 Million
Q1 2022 May 16, 2022	BUY	$44.13 - $51.72 $209,396 - $245,411	4,745 Added 13.2%	40,679 $1.95 Million
Q4 2021 Feb 18, 2022	BUY	$49.38 - $52.95 $1.77 Million - $1.9 Million	35,934 New	35,934 $1.84 Million

Others Institutions Holding VEA

# of Institutions

2,578

Shares Held

2.15B

Call Options Held

170K

Put Options Held

101K

View Full List

About VANGUARD FTSE DEVELOPED MARKET

Ticker VEA
Sector ETFs
Industry ETFs

More about VEA

Track This Portfolio

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.

Account

Forum Financial Management, LP Vanguard Ftse Developed Market Transaction History