Forum Financial Management, LP Vanguard Total World Stk Index Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

A detailed history of Forum Financial Management, LP transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Forum Financial Management, LP holds 2,037 shares of VT stock, worth $246,619. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,037
Previous 2,059 1.07%
Holding current value
$246,619
Previous $231,000 5.19%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 29, 2024
SELL
$107.72 - $119.96 $2,369 - $2,639
-22 Reduced 1.07%
2,037 $243,000
Q2 2024

Jul 30, 2024
BUY
$104.94 - $113.51 $16,160 - $17,480
154 Added 8.08%
2,059 $231,000
Q1 2024

May 09, 2024
BUY
$100.68 - $110.5 $191,795 - $210,502
1,905 New
1,905 $210,000

Others Institutions Holding VT

# of Institutions
1,029
Shares Held
87.7M
Call Options Held
149K
Put Options Held
45.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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