Forum Financial Management, LP Vanguard Growth ETF Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

A detailed history of Forum Financial Management, LP transactions in Vanguard Growth ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 6,976 shares of VUG stock, worth $2.91 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,976
Previous 6,824 2.23%
Holding current value
$2.91 Million
Previous $2.55 Million 4.94%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 29, 2024
BUY
$341.08 - $391.94 $51,844 - $59,574
152 Added 2.23%
6,976 $2.68 Million
Q2 2024

Jul 30, 2024
BUY
$322.46 - $377.11 $602,355 - $704,441
1,868 Added 37.69%
6,824 $2.55 Million
Q1 2024

May 09, 2024
SELL
$301.05 - $346.61 $742,088 - $854,393
-2,465 Reduced 33.22%
4,956 $1.71 Million
Q4 2023

Feb 07, 2024
SELL
$261.54 - $312.16 $153,523 - $183,237
-587 Reduced 7.33%
7,421 $2.31 Million
Q3 2023

Nov 03, 2023
SELL
$269.56 - $293.5 $83,294 - $90,691
-309 Reduced 3.72%
8,008 $2.18 Million
Q2 2023

Jul 26, 2023
BUY
$243.06 - $282.96 $630,497 - $733,998
2,594 Added 45.33%
8,317 $2.35 Million
Q1 2023

Apr 19, 2023
BUY
$209.25 - $249.44 $21,971 - $26,191
105 Added 1.87%
5,723 $1.43 Million
Q4 2022

Jan 24, 2023
BUY
$208.44 - $233.81 $94,840 - $106,383
455 Added 8.81%
5,618 $0
Q3 2022

Nov 07, 2022
SELL
$213.95 - $266.28 $45,999 - $57,250
-215 Reduced 4.0%
5,163 $1.11 Million
Q2 2022

Aug 15, 2022
SELL
$214.97 - $293.87 $335,353 - $458,437
-1,560 Reduced 22.48%
5,378 $1.2 Million
Q1 2022

May 16, 2022
SELL
$254.37 - $323.09 $206,802 - $262,672
-813 Reduced 10.49%
6,938 $2 Million
Q4 2021

Feb 18, 2022
BUY
$287.0 - $325.67 $2.22 Million - $2.52 Million
7,751 New
7,751 $2.49 Million

Others Institutions Holding VUG

# of Institutions
2,374
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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