Forum Financial Management, LP Vanguard Index Fds S&P 500 ETF Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 2025

A detailed history of Forum Financial Management, LP transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 11,650 shares of VOO stock, worth $6.82 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,650

Previous 8,380 39.02%

Holding current value

$6.82 Million

Previous $4.52 Million 32.6%

% of portfolio

0.11%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$507.05 - $563.67 $1.66 Million - $1.84 Million	3,270 Added 39.02%	11,650 $5.99 Million
Q4 2024 Feb 13, 2025	BUY	$521.84 - $558.82 $813,548 - $871,200	1,559 Added 22.86%	8,380 $4.52 Million
Q3 2024 Oct 29, 2024	BUY	$475.2 - $527.7 $159,667 - $177,307	336 Added 5.18%	6,821 $3.6 Million
Q2 2024 Jul 30, 2024	BUY	$455.1 - $504.28 $212,531 - $235,498	467 Added 7.76%	6,485 $3.24 Million
Q1 2024 May 09, 2024	BUY	$429.43 - $481.35 $276,552 - $309,989	644 Added 11.98%	6,018 $2.89 Million
Q4 2023 Feb 07, 2024	BUY	$377.32 - $438.19 $221,109 - $256,779	586 Added 12.24%	5,374 $2.35 Million
Q3 2023 Nov 03, 2023	BUY	$392.7 - $420.68 $139,408 - $149,341	355 Added 8.01%	4,788 $1.88 Million
Q2 2023 Jul 26, 2023	BUY	$371.44 - $407.28 $250,350 - $274,506	674 Added 17.93%	4,433 $1.81 Million
Q1 2023 Apr 19, 2023	BUY	$348.66 - $382.94 $112,617 - $123,689	323 Added 9.4%	3,759 $1.41 Million
Q4 2022 Jan 24, 2023	BUY	$327.64 - $374.54 $583,526 - $667,055	1,781 Added 107.61%	3,436 $0
Q3 2022 Nov 07, 2022	BUY	$328.3 - $395.04 $260,670 - $313,661	794 Added 92.22%	1,655 $543,000
Q2 2022 Aug 15, 2022	BUY	$337.07 - $419.85 $37,751 - $47,023	112 Added 14.95%	861 $299,000
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $56,639 - $65,009	148 Added 24.63%	749 $311,000
Q4 2021 Feb 18, 2022	BUY	$394.21 - $439.01 $236,920 - $263,845	601 New	601 $262,000

Others Institutions Holding VOO

# of Institutions

3,682

Shares Held

531M

Call Options Held

2.14M

Put Options Held

2.72M

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Forum Financial Management, LP Vanguard Index Fds S&P 500 ETF Transaction History