Forum Private Client Group LLC Vanguard Dividend Appreciation Transaction History

Forum Private Client Group LLC

$281 Billion
Q3 2025

A detailed history of Forum Private Client Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Forum Private Client Group LLC holds 25,132 shares of VIG stock, worth $4.58 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

25,132

Previous 26,309 4.47%

Holding current value

$4.58 Million

Previous $5.38 Billion 0.72%

% of portfolio

1.93%

Previous 2.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	N/A	-1,177 Reduced 4.47%	25,132 $5.42 Billion
Q2 2025 Aug 12, 2025	SELL	N/A	-541 Reduced 2.01%	26,309 $5.38 Billion
Q1 2025 May 01, 2025	SELL	N/A	-659 Reduced 2.4%	26,850 $5.21 Billion
Q4 2024 Feb 13, 2025	SELL	N/A	-1,277 Reduced 4.44%	27,509 $5.39 Billion
Q3 2024 Nov 12, 2024	SELL	$182.15 - $182.15 $407,287 - $407,287	-2,236 Reduced 7.21%	28,786 $5.7 Billion
Q2 2024 Aug 13, 2024	SELL	$173.33 - $185.29 $397,272 - $424,684	-2,292 Reduced 6.88%	31,022 $5.66 Billion
Q1 2024 May 15, 2024	SELL	$168.47 - $182.98 $585,770 - $636,221	-3,477 Reduced 9.45%	33,314 $6.08 Billion
Q4 2023 Jan 19, 2024	BUY	$150.16 - $171.16 $5.52 Million - $6.3 Million	36,791 New	36,791 $6.27 Billion
Q2 2023 Aug 02, 2023	SELL	$152.74 - $162.43 $279,514 - $297,246	-1,830 Reduced 4.13%	42,532 $6.91 Million
Q1 2023 May 15, 2023	SELL	$147.24 - $158.33 $250,013 - $268,844	-1,698 Reduced 3.69%	44,362 $6.83 Million
Q4 2022 Feb 10, 2023	SELL	$144.84 - $158.71 $236,813 - $259,490	-1,635 Reduced 3.43%	46,060 $6.99 Million
Q3 2022 Nov 10, 2022	SELL	N/A	-920 Reduced 1.89%	47,695 $6.45 Million
Q2 2022 Aug 05, 2022	BUY	N/A	9,178 Added 23.27%	48,615 $6.98 Million
Q1 2022 Aug 05, 2022	BUY	N/A	39,437 New	39,437 $6.4 Million

Others Institutions Holding VIG

# of Institutions

2,652

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

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Forum Private Client Group LLC Vanguard Dividend Appreciation Transaction History