Forum Private Client Group LLC Vanguard Small Cap ETF Transaction History

Forum Private Client Group LLC

  • $230 Billion
  • Q1 2025

A detailed history of Forum Private Client Group LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 1,426 shares of VB stock, worth $308,229. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,426
Previous 1,501 5.0%
Holding current value
$308,229
Previous $361 Million 12.32%
% of portfolio
0.14%
Previous 0.16%

Shares

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

May 01, 2025
SELL
$217.89 - $252.64 $16,341 - $18,948
-75 Reduced 5.0%
1,426 $316 Million
Q4 2024

Feb 13, 2025
SELL
$233.76 - $261.58 $3,272 - $3,662
-14 Reduced 0.92%
1,501 $361 Million
Q3 2024

Nov 12, 2024
SELL
$214.77 - $237.72 $17,611 - $19,493
-82 Reduced 5.13%
1,515 $359 Million
Q2 2024

Aug 13, 2024
SELL
$210.76 - $226.94 $74,819 - $80,563
-355 Reduced 18.19%
1,597 $348 Million
Q1 2024

May 15, 2024
SELL
$204.0 - $228.59 $30,600 - $34,288
-150 Reduced 7.14%
1,952 $446 Million
Q4 2023

Jan 19, 2024
BUY
$175.26 - $215.9 $368,396 - $453,821
2,102 New
2,102 $448 Million
Q2 2023

Aug 02, 2023
SELL
$181.26 - $198.89 $13,231 - $14,518
-73 Reduced 3.08%
2,294 $456,000
Q1 2023

May 15, 2023
SELL
$179.51 - $208.76 $53,493 - $62,210
-298 Reduced 11.18%
2,367 $448,000
Q4 2022

Feb 10, 2023
BUY
$172.82 - $196.57 $172 - $196
1 Added 0.04%
2,665 $489,000
Q2 2022

Aug 05, 2022
BUY
$170.7 - $214.67 $19,459 - $24,472
114 Added 4.47%
2,664 $469,000
Q1 2022

Aug 05, 2022
BUY
$198.73 - $227.97 $506,761 - $581,323
2,550 New
2,550 $542,000

Others Institutions Holding VB

# of Institutions
2,346
Shares Held
160M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

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

Track Forum Private Client Group LLC Portfolio

Follow Forum Private Client Group LLC 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 Private Client Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forum Private Client Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email