Forum Financial Management, LP Vanguard Dividend Appreciation Transaction History

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025

A detailed history of Forum Financial Management, LP transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Forum Financial Management, LP holds 6,966 shares of VIG stock, worth $1.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,966
Previous 6,502 7.14%
Holding current value
$1.27 Million
Previous $1.18 Million 7.09%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
N/A
464 Added 7.14%
6,966 $1.27 Million
Q4 2024

Feb 13, 2025
BUY
N/A
176 Added 2.78%
6,502 $1.18 Million
Q3 2024

Oct 29, 2024
BUY
$182.15 - $182.15 $153,006 - $153,006
840 Added 15.31%
6,326 $1.15 Million
Q2 2024

Jul 30, 2024
BUY
$173.33 - $185.29 $106,771 - $114,138
616 Added 12.65%
5,486 $1 Million
Q1 2024

May 09, 2024
BUY
$168.47 - $182.98 $26,618 - $28,910
158 Added 3.35%
4,870 $889,000
Q4 2023

Feb 07, 2024
BUY
$150.16 - $171.16 $76,281 - $86,949
508 Added 12.08%
4,712 $802,000
Q3 2023

Nov 03, 2023
SELL
$155.38 - $166.95 $2,641 - $2,838
-17 Reduced 0.4%
4,204 $653,000
Q2 2023

Jul 26, 2023
SELL
$152.74 - $162.43 $25,202 - $26,800
-165 Reduced 3.76%
4,221 $685,000
Q1 2023

Apr 19, 2023
SELL
$147.24 - $158.33 $6,920 - $7,441
-47 Reduced 1.06%
4,386 $675,000
Q4 2022

Jan 24, 2023
BUY
$144.84 - $158.71 $408,014 - $447,086
2,817 Added 174.32%
4,433 $0
Q3 2022

Nov 07, 2022
SELL
N/A
-240 Reduced 12.93%
1,616 $218,000
Q2 2022

Aug 15, 2022
SELL
N/A
-163 Reduced 8.07%
1,856 $266,000
Q1 2022

May 16, 2022
SELL
N/A
-11 Reduced 0.54%
2,019 $327,000
Q4 2021

Feb 18, 2022
BUY
N/A
2,030 New
2,030 $349,000

Others Institutions Holding VIG

# of Institutions
2,541
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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