Forum Financial Management, LP Vanguard Star Fd Vanguard Tota Transaction History

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025

A detailed history of Forum Financial Management, LP transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Forum Financial Management, LP holds 11,872 shares of VXUS stock, worth $794,711. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,872
Previous 11,810 0.52%
Holding current value
$794,711
Previous $695,000 6.04%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$58.01 - $64.46 $3,596 - $3,996
62 Added 0.52%
11,872 $737,000
Q4 2024

Feb 13, 2025
BUY
$58.88 - $64.8 $1,707 - $1,879
29 Added 0.25%
11,810 $695,000
Q3 2024

Oct 29, 2024
BUY
$58.03 - $65.37 $38,764 - $43,667
668 Added 6.01%
11,781 $762,000
Q2 2024

Jul 30, 2024
SELL
$57.86 - $62.21 $42,700 - $45,910
-738 Reduced 6.23%
11,113 $670,000
Q1 2024

May 09, 2024
SELL
$55.74 - $60.35 $12,931 - $14,001
-232 Reduced 1.92%
11,851 $714,000
Q4 2023

Feb 07, 2024
SELL
$51.06 - $57.96 $19,249 - $21,850
-377 Reduced 3.03%
12,083 $700,000
Q3 2023

Nov 03, 2023
SELL
$53.3 - $58.26 $84,693 - $92,575
-1,589 Reduced 11.31%
12,460 $666,000
Q2 2023

Jul 26, 2023
BUY
$54.28 - $57.76 $146,881 - $156,298
2,706 Added 23.86%
14,049 $787,000
Q1 2023

Apr 19, 2023
SELL
$52.07 - $56.74 $34,001 - $37,051
-653 Reduced 5.44%
11,343 $626,000
Q4 2022

Jan 24, 2023
BUY
$45.45 - $53.83 $245,975 - $291,327
5,412 Added 82.2%
11,996 $0
Q3 2022

Nov 07, 2022
BUY
$45.75 - $54.53 $301,218 - $359,025
6,584 New
6,584 $301,000

Others Institutions Holding VXUS

# of Institutions
1,448
Shares Held
359M
Call Options Held
128K
Put Options Held
132K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

VXUS Quotes by TradingView
  • Ticker VXUS
  • Sector ETFs
  • Industry ETFs
More about VXUS
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email