Forum Financial Management, LP Vanguard Long Term Treasury Et Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 2025

A detailed history of Forum Financial Management, LP transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Forum Financial Management, LP holds 130,966 shares of VGLT stock, worth $7.2 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

130,966

Previous 109,048 20.1%

Holding current value

$7.2 Million

Previous $6.04 Million 25.0%

% of portfolio

0.14%

Previous 0.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$53.99 - $58.43 $1.18 Million - $1.28 Million	21,918 Added 20.1%	130,966 $7.54 Million
Q4 2024 Feb 13, 2025	BUY	$55.1 - $61.74 $160,506 - $179,848	2,913 Added 2.74%	109,048 $6.04 Million
Q3 2024 Oct 29, 2024	SELL	$56.52 - $63.23 $268,470 - $300,342	-4,750 Reduced 4.28%	106,135 $6.53 Million
Q2 2024 Jul 30, 2024	BUY	$55.25 - $59.25 $2.36 Million - $2.53 Million	42,771 Added 62.79%	110,885 $6.4 Million
Q1 2024 May 09, 2024	BUY	$57.73 - $61.4 $947,349 - $1.01 Million	16,410 Added 31.74%	68,114 $4.04 Million
Q4 2023 Feb 07, 2024	BUY	$52.05 - $62.44 $2.27 Million - $2.73 Million	43,659 Added 542.68%	51,704 $3.18 Million
Q3 2023 Nov 03, 2023	BUY	$55.35 - $63.62 $92,600 - $106,436	1,673 Added 26.26%	8,045 $446,000
Q2 2023 Jul 26, 2023	BUY	$62.12 - $66.83 $395,828 - $425,840	6,372 New	6,372 $404,000
Q4 2022 Jan 24, 2023	SELL	$57.38 - $66.98 $226 Million - $263 Million	-3,933,046 Reduced 99.9%	4,058 $0
Q3 2022 Nov 07, 2022	BUY	$62.05 - $73.26 $27.2 Million - $32.1 Million	438,268 Added 12.53%	3,937,104 $248 Million
Q2 2022 Aug 15, 2022	BUY	$66.63 - $80.22 $37.5 Million - $45.1 Million	562,480 Added 19.16%	3,498,836 $245 Million
Q1 2022 May 16, 2022	BUY	$78.1 - $87.35 $46.8 Million - $52.4 Million	599,441 Added 25.65%	2,936,356 $236 Million
Q4 2021 Feb 18, 2022	BUY	$85.99 - $92.77 $201 Million - $217 Million	2,336,915 New	2,336,915 $209 Million

Others Institutions Holding VGLT

# of Institutions

444

Shares Held

102M

Call Options Held

388K

Put Options Held

65.7K

View Full List

About VANGUARD LONG TERM TREASURY ET

Ticker VGLT
Sector ETFs
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Forum Financial Management, LP Vanguard Long Term Treasury Et Transaction History