Forum Financial Management, LP Vaneck High Yield Muni ETF Transaction History

Forum Financial Management, LP

$5.76 Billion
Q2 2025

A detailed history of Forum Financial Management, LP transactions in Vaneck High Yield Muni ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 179,883 shares of HYD stock, worth $8.85 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

179,883

Previous 409,876 56.11%

Holding current value

$8.85 Million

Previous $21 Million 56.95%

% of portfolio

0.16%

Previous 0.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$49.08 - $51.35 $11.3 Million - $11.8 Million	-229,993 Reduced 56.11%	179,883 $9.03 Million
Q1 2025 May 02, 2025	SELL	$50.79 - $52.53 $7.05 Million - $7.3 Million	-138,876 Reduced 25.31%	409,876 $21 Million
Q4 2024 Feb 20, 2025	BUY	$51.09 - $53.06 $477,691 - $496,111	9,350 Added 1.73%	548,752 $28.5 Million
Q4 2024 Feb 13, 2025	SELL	$51.09 - $53.06 $5.31 Million - $5.52 Million	-103,990 Reduced 16.16%	539,402 $28 Million
Q3 2024 Oct 29, 2024	BUY	$51.46 - $53.07 $1.87 Million - $1.93 Million	36,316 Added 5.98%	643,392 $34.1 Million
Q2 2024 Jul 30, 2024	BUY	$51.05 - $52.32 $11.8 Million - $12.1 Million	231,543 Added 61.66%	607,076 $31.4 Million
Q1 2024 May 09, 2024	SELL	$50.72 - $52.26 $7.96 Million - $8.2 Million	-156,857 Reduced 29.46%	375,533 $19.6 Million
Q4 2023 Feb 07, 2024	BUY	$47.58 - $51.74 $25.3 Million - $27.5 Million	532,390 New	532,390 $27.5 Million

Others Institutions Holding HYD

# of Institutions

357

Shares Held

41.9M

Call Options Held

131K

Put Options Held

134K

View Full List

About VANECK HIGH YIELD MUNI ETF

Ticker HYD
Sector ETFs
Industry ETFs

More about HYD

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Forum Financial Management, LP Vaneck High Yield Muni ETF Transaction History