Forum Financial Management, LP Vanguard Large Cap ETF Transaction History

Forum Financial Management, LP

$4.96 Billion
Q4 2024

A detailed history of Forum Financial Management, LP transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 6,291 shares of VV stock, worth $1.77 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,291

Previous 6,399 1.69%

Holding current value

$1.77 Million

Previous $1.68 Million 0.71%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$260.27 - $280.65 $28,109 - $30,310	-108 Reduced 1.69%	6,291 $1.7 Million
Q3 2024 Oct 29, 2024	BUY	$236.92 - $263.4 $17,532 - $19,491	74 Added 1.17%	6,399 $1.68 Million
Q2 2024 Jul 30, 2024	SELL	$227.27 - $251.65 $674,764 - $747,148	-2,969 Reduced 31.95%	6,325 $1.58 Million
Q1 2024 May 09, 2024	SELL	$214.62 - $240.49 $45,928 - $51,464	-214 Reduced 2.25%	9,294 $2.23 Million
Q4 2023 Feb 07, 2024	SELL	$188.0 - $219.17 $51,324 - $59,833	-273 Reduced 2.79%	9,508 $2.07 Million
Q3 2023 Nov 03, 2023	BUY	$195.09 - $209.59 $123,687 - $132,880	634 Added 6.93%	9,781 $1.91 Million
Q2 2023 Jul 26, 2023	SELL	$184.38 - $202.72 $115,790 - $127,308	-628 Reduced 6.42%	9,147 $1.85 Million
Q1 2023 Apr 19, 2023	BUY	$172.79 - $190.36 $20,562 - $22,652	119 Added 1.23%	9,775 $1.83 Million
Q4 2022 Jan 24, 2023	SELL	$162.98 - $185.93 $18,905 - $21,567	-116 Reduced 1.19%	9,656 $0
Q3 2022 Nov 07, 2022	BUY	$163.56 - $196.95 $160,452 - $193,207	981 Added 11.16%	9,772 $1.6 Million
Q1 2022 May 16, 2022	SELL	$191.25 - $221.63 $14,535 - $16,843	-76 Reduced 0.86%	8,791 $1.83 Million
Q4 2021 Feb 18, 2022	BUY	$200.26 - $221.75 $1.78 Million - $1.97 Million	8,867 New	8,867 $1.96 Million

Others Institutions Holding VV

# of Institutions

1,257

Shares Held

104M

Call Options Held

38.8K

Put Options Held

43.4K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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Forum Financial Management, LP Vanguard Large Cap ETF Transaction History