Forum Financial Management, LP Vanguard Mun Bd Fds Tax Exempt Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 2025

A detailed history of Forum Financial Management, LP transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Forum Financial Management, LP holds 57,602 shares of VTEB stock, worth $2.81 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

57,602

Previous 132,575 56.55%

Holding current value

$2.81 Million

Previous $6.65 Million 56.99%

% of portfolio

0.05%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$49.25 - $50.66 $3.69 Million - $3.8 Million	-74,973 Reduced 56.55%	57,602 $2.86 Million
Q4 2024 Feb 13, 2025	BUY	$49.79 - $51.14 $6.07 Million - $6.23 Million	121,893 Added 1141.11%	132,575 $6.65 Million
Q3 2024 Oct 29, 2024	BUY	$49.93 - $51.15 $273,716 - $280,404	5,482 Added 105.42%	10,682 $546,000
Q2 2024 Jul 30, 2024	SELL	$49.55 - $50.44 $297 - $302	-6 Reduced 0.12%	5,200 $260,000
Q1 2024 May 09, 2024	BUY	$50.36 - $51.06 $39,079 - $39,622	776 Added 17.52%	5,206 $263,000
Q4 2023 Feb 07, 2024	BUY	$47.36 - $51.14 $3,362 - $3,630	71 Added 1.63%	4,430 $226,000
Q3 2023 Nov 03, 2023	BUY	$48.03 - $50.5 $209,362 - $220,129	4,359 New	4,359 $209,000
Q2 2022 Aug 15, 2022	SELL	$49.13 - $51.51 $1.04 Million - $1.09 Million	-21,226 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$51.44 - $54.88 $1.46 Million - $1.56 Million	-28,447 Reduced 57.27%	21,226 $1.09 Million
Q4 2021 Feb 18, 2022	BUY	$54.5 - $55.03 $2.71 Million - $2.73 Million	49,673 New	49,673 $2.73 Million

Others Institutions Holding VTEB

# of Institutions

1,329

Shares Held

563M

Call Options Held

17K

Put Options Held

599K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Forum Financial Management, LP Vanguard Mun Bd Fds Tax Exempt Transaction History