Forum Financial Management, LP Vanguard Mid Cap ETF Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

A detailed history of Forum Financial Management, LP transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 2,046 shares of VO stock, worth $544,358. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,046
Previous 1,638 24.91%
Holding current value
$544,358
Previous $396,000 36.11%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024
BUY
$237.84 - $263.83 $97,038 - $107,642
408 Added 24.91%
2,046 $539,000
Q2 2024

Jul 30, 2024
SELL
$234.99 - $248.98 $12,219 - $12,946
-52 Reduced 3.08%
1,638 $396,000
Q1 2024

May 09, 2024
BUY
$225.86 - $249.86 $80,406 - $88,950
356 Added 26.69%
1,690 $422,000
Q4 2023

Feb 07, 2024
SELL
$195.66 - $233.95 $44,806 - $53,574
-229 Reduced 14.65%
1,334 $310,000
Q3 2023

Nov 03, 2023
SELL
$206.6 - $228.23 $21,899 - $24,192
-106 Reduced 6.35%
1,563 $325,000
Q2 2023

Jul 26, 2023
SELL
$203.43 - $220.16 $32,955 - $35,665
-162 Reduced 8.85%
1,669 $367,000
Q1 2023

Apr 19, 2023
SELL
$200.2 - $225.98 $45,845 - $51,749
-229 Reduced 11.12%
1,831 $386,000
Q4 2022

Jan 24, 2023
SELL
$186.57 - $217.26 $31,530 - $36,716
-169 Reduced 7.58%
2,060 $0
Q3 2022

Nov 07, 2022
SELL
$187.98 - $227.42 $10,902 - $13,190
-58 Reduced 2.54%
2,229 $419,000
Q2 2022

Aug 15, 2022
SELL
$190.36 - $240.41 $81,474 - $102,895
-428 Reduced 15.76%
2,287 $451,000
Q1 2022

May 16, 2022
SELL
$219.86 - $253.39 $8,574 - $9,882
-39 Reduced 1.42%
2,715 $645,000
Q4 2021

Feb 18, 2022
BUY
$236.98 - $261.2 $652,642 - $719,344
2,754 New
2,754 $702,000

Others Institutions Holding VO

# of Institutions
2,034
Shares Held
171M
Call Options Held
58.4K
Put Options Held
110K
View Full List

About VANGUARD MID-CAP ETF

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