Forum Private Client Group LLC Vanguard Small Cap ETF Transaction History
Forum Private Client Group LLC
- $210 Billion
- Q2 2024
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 1,597 shares of VB stock, worth $377,898. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,597
Previous 1,952
18.19%
Holding current value
$377,898
Previous $446 Million
21.97%
% of portfolio
0.17%
Previous 0.22%
Shares
8 transactions
Others Institutions Holding VB
# of Institutions
2,029Shares Held
147MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.61 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.67 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio