Forum Private Client Group LLC Vanguard Mid Cap ETF Transaction History
Forum Private Client Group LLC
- $225 Billion
- Q3 2024
A detailed history of Forum Private Client Group LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 24,853 shares of VO stock, worth $7.04 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
24,853
Previous 23,812
4.37%
Holding current value
$7.04 Million
Previous $5.76 Billion
13.74%
% of portfolio
2.91%
Previous 2.74%
Shares
10 transactions
Others Institutions Holding VO
# of Institutions
2,090Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.31 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.55 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.1 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.32 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.09 Billion0.14% of portfolio