Forum Financial Management, LP Vanguard Russell 1000 Growth E Transaction History

Forum Financial Management, LP

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$75.82 - $87.22 $92,045 - $105,885	-1,214 Reduced 31.1%	2,690 $233,000
Q4 2023 Feb 07, 2024	SELL	$66.09 - $78.32 $30,797 - $36,497	-466 Reduced 10.66%	3,904 $304,000
Q3 2023 Nov 03, 2023	SELL	$67.86 - $73.4 $6,243 - $6,752	-92 Reduced 2.06%	4,370 $299,000
Q2 2023 Jul 26, 2023	BUY	$61.54 - $70.76 $6,769 - $7,783	110 Added 2.53%	4,462 $315,000
Q1 2023 Apr 19, 2023	SELL	$54.03 - $62.89 $9,833 - $11,445	-182 Reduced 4.01%	4,352 $273,000
Q4 2022 Jan 24, 2023	BUY	$53.17 - $59.88 $241,072 - $271,495	4,534 New	4,534 $0

706

144M

25.7K

2.1K

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