Forum Financial Management, LP Vanguard Russell 3000 ETF Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 2025

A detailed history of Forum Financial Management, LP transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 2,441 shares of VTHR stock, worth $635,441. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,441

Previous 2,434 0.29%

Holding current value

$635,441

Previous $632,000 4.75%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$243.2 - $272.04 $1,702 - $1,904	7 Added 0.29%	2,441 $602,000
Q4 2024 Feb 13, 2025	BUY	$251.33 - $271.45 $2,010 - $2,171	8 Added 0.33%	2,434 $632,000
Q3 2024 Oct 29, 2024	BUY	$228.55 - $253.74 $3,428 - $3,806	15 Added 0.62%	2,426 $615,000
Q1 2024 May 09, 2024	BUY	$208.47 - $232.96 $1,459 - $1,630	7 Added 0.29%	2,411 $561,000
Q4 2023 Feb 07, 2024	BUY	$182.01 - $213.49 $2,002 - $2,348	11 Added 0.46%	2,404 $511,000
Q3 2023 Nov 03, 2023	BUY	$189.32 - $204.78 $1,703 - $1,843	9 Added 0.38%	2,393 $456,000
Q2 2023 Jul 26, 2023	BUY	$180.17 - $197.46 $1,801 - $1,974	10 Added 0.42%	2,384 $470,000
Q1 2023 Apr 19, 2023	BUY	$170.44 - $188.45 $1,363 - $1,507	8 Added 0.34%	2,374 $435,000
Q4 2022 Jan 24, 2023	BUY	$160.9 - $183.26 $380,689 - $433,593	2,366 New	2,366 $0

Others Institutions Holding VTHR

# of Institutions

218

Shares Held

4.34M

Call Options Held

Put Options Held

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About VANGUARD RUSSELL 3000 ETF

Ticker VTHR
Sector ETFs
Industry ETFs

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Forum Financial Management, LP Vanguard Russell 3000 ETF Transaction History