Forum Financial Management, LP Vanguard Whitehall Fds (Vangua Transaction History

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025

A detailed history of Forum Financial Management, LP transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Forum Financial Management, LP holds 3,002 shares of VYM stock, worth $424,873. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,002
Previous 2,713 10.65%
Holding current value
$424,873
Previous $361,000 17.17%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$132.9 - $142.03 $38,408 - $41,046
289 Added 10.65%
3,002 $423,000
Q2 2025

Jul 30, 2025
BUY
$114.78 - $133.31 $311,398 - $361,670
2,713 New
2,713 $361,000
Q1 2023

Apr 19, 2023
SELL
$100.82 - $111.44 $61,701 - $68,201
-612 Reduced 23.14%
2,033 $214,000
Q4 2022

Jan 24, 2023
BUY
$96.14 - $113.15 $254,290 - $299,281
2,645 New
2,645 $0
Q2 2022

Aug 15, 2022
BUY
$99.2 - $114.57 $14,483 - $16,727
146 Added 7.66%
2,051 $209,000
Q1 2022

May 16, 2022
BUY
$107.24 - $115.01 $3,646 - $3,910
34 Added 1.82%
1,905 $213,000
Q4 2021

Feb 18, 2022
BUY
$104.33 - $112.16 $195,201 - $209,851
1,871 New
1,871 $210,000

Others Institutions Holding VYM

# of Institutions
2,056
Shares Held
192M
Call Options Held
2.08M
Put Options Held
216K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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