Forum Financial Management, LP Vanguard Mid Cap Value Index F Transaction History
Forum Financial Management, LP
- $4.96 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Forum Financial Management, LP holds 1,488 shares of VOE stock, worth $248,406. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,488
Previous 1,400
6.29%
Holding current value
$248,406
Previous $234,000
2.56%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VOE
# of Institutions
1,187Shares Held
71.8MCall Options Held
25.6KPut Options Held
1.6K-
Morgan Stanley New York, NY4.67MShares$779 Million0.05% of portfolio
-
Betterment LLC New York, NY4.51MShares$753 Million1.75% of portfolio
-
Assetmark, Inc3.93MShares$656 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.2MShares$534 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$515 Million0.04% of portfolio