Forum Private Client Group LLC Vanguard Mid 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 Mid Cap ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 27,223 shares of VO stock, worth $7.35 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares

27,223

Previous 25,768 5.65%

Holding current value

$7.35 Million

Previous $6.78 Billion 3.8%

% of portfolio

3.06%

Previous 3.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$251.87 - $277.95 $366,470 - $404,417	1,455 Added 5.65%	27,223 $7.04 Billion
Q4 2024 Feb 13, 2025	BUY	$261.5 - $284.63 $239,272 - $260,436	915 Added 3.68%	25,768 $6.78 Billion
Q3 2024 Nov 12, 2024	BUY	$237.84 - $263.83 $247,591 - $274,647	1,041 Added 4.37%	24,853 $6.56 Billion
Q2 2024 Aug 13, 2024	BUY	$234.99 - $248.98 $52,872 - $56,020	225 Added 0.95%	23,812 $5.76 Billion
Q1 2024 May 15, 2024	BUY	$225.86 - $249.86 $173,912 - $192,392	770 Added 3.37%	23,587 $5.89 Billion
Q4 2023 Jan 19, 2024	BUY	$195.66 - $233.95 $4.46 Million - $5.34 Million	22,817 New	22,817 $5.31 Billion
Q2 2023 Aug 02, 2023	BUY	$203.43 - $220.16 $549,667 - $594,872	2,702 Added 14.91%	20,827 $4.59 Million
Q1 2023 May 15, 2023	BUY	$200.2 - $225.98 $112,312 - $126,774	561 Added 3.19%	18,125 $3.82 Million
Q4 2022 Feb 10, 2023	BUY	$186.57 - $217.26 $212,689 - $247,676	1,140 Added 6.94%	17,564 $3.58 Million
Q3 2022 Nov 10, 2022	BUY	$187.98 - $227.42 $250,765 - $303,378	1,334 Added 8.84%	16,424 $3.09 Million
Q2 2022 Aug 05, 2022	BUY	$190.36 - $240.41 $528,629 - $667,618	2,777 Added 22.55%	15,090 $2.97 Million
Q1 2022 Aug 05, 2022	BUY	$219.86 - $253.39 $2.71 Million - $3.12 Million	12,313 New	12,313 $2.93 Million

Others Institutions Holding VO

# of Institutions

2,350

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Forum Private Client Group LLC Vanguard Mid Cap ETF Transaction History