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 $6.87 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
24,853
Previous 23,812
4.37%
Holding current value
$6.87 Million
Previous $5.76 Billion
13.74%
% of portfolio
2.91%
Previous 2.74%
Shares
10 transactions
Others Institutions Holding VO
# of Institutions
2,197Shares Held
184MCall Options Held
52.1KPut Options Held
9.6K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.16 Billion1.35% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.82 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.44 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.26 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio