Forum Financial Management, LP Vanguard Specialized Funds Van Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

A detailed history of Forum Financial Management, LP transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Forum Financial Management, LP holds 9,836 shares of VNQ stock, worth $946,616. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,836
Previous 9,544 3.06%
Holding current value
$946,616
Previous $799,000 19.9%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$82.97 - $98.97 $24,227 - $28,899
292 Added 3.06%
9,836 $958,000
Q2 2024

Jul 30, 2024
SELL
$78.61 - $85.97 $41,270 - $45,134
-525 Reduced 5.21%
9,544 $799,000
Q1 2024

May 09, 2024
SELL
$82.58 - $89.12 $6,193 - $6,684
-75 Reduced 0.74%
10,069 $870,000
Q4 2023

Feb 07, 2024
BUY
$71.05 - $89.54 $14,849 - $18,713
209 Added 2.1%
10,144 $896,000
Q3 2023

Nov 03, 2023
SELL
$75.44 - $86.89 $39,153 - $45,095
-519 Reduced 4.96%
9,935 $751,000
Q2 2023

Jul 26, 2023
BUY
$78.4 - $83.98 $415,441 - $445,010
5,299 Added 102.79%
10,454 $873,000
Q1 2023

Apr 19, 2023
BUY
$77.59 - $93.7 $56,718 - $68,494
731 Added 16.52%
5,155 $428,000
Q4 2022

Jan 24, 2023
SELL
$76.14 - $88.09 $52,155 - $60,341
-685 Reduced 13.41%
4,424 $0
Q3 2022

Nov 07, 2022
SELL
$79.28 - $102.13 $15,856 - $20,426
-200 Reduced 3.77%
5,109 $410,000
Q2 2022

Aug 15, 2022
BUY
$87.04 - $112.5 $175,211 - $226,462
2,013 Added 61.07%
5,309 $484,000
Q1 2022

May 16, 2022
SELL
$99.96 - $115.1 $10,195 - $11,740
-102 Reduced 3.0%
3,296 $357,000
Q4 2021

Feb 18, 2022
BUY
$102.53 - $116.01 $348,396 - $394,201
3,398 New
3,398 $394,000

Others Institutions Holding VNQ

# of Institutions
1,824
Shares Held
242M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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