Forum Private Client Group LLC Vanguard Mid Cap Value Index F 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 Value Index F stock. As of the latest transaction made, Forum Private Client Group LLC holds 2,219 shares of VOE stock, worth $359,478. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,219
Previous 2,227 0.36%
Holding current value
$359,478
Previous $360 Million 1.08%
% of portfolio
0.15%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$156.61 - $168.02 $1,252 - $1,344
-8 Reduced 0.36%
2,219 $356 Million
Q4 2024

Feb 13, 2025
SELL
$160.89 - $176.18 $41,187 - $45,102
-256 Reduced 10.31%
2,227 $360 Million
Q3 2024

Nov 12, 2024
SELL
$149.02 - $167.67 $3,129 - $3,521
-21 Reduced 0.84%
2,483 $416 Million
Q2 2024

Aug 13, 2024
BUY
$146.82 - $155.77 $2,495 - $2,648
17 Added 0.68%
2,504 $377 Million
Q1 2024

May 15, 2024
BUY
$141.07 - $155.91 $8,464 - $9,354
60 Added 2.47%
2,487 $388 Million
Q4 2023

Jan 19, 2024
BUY
$124.27 - $145.8 $301,603 - $353,856
2,427 New
2,427 $352 Million
Q2 2023

Aug 02, 2023
BUY
$127.92 - $138.38 $2,814 - $3,044
22 Added 0.76%
2,923 $404,000
Q1 2023

May 15, 2023
SELL
$126.74 - $147.12 $7,604 - $8,827
-60 Reduced 2.03%
2,901 $388,000
Q3 2022

Nov 10, 2022
BUY
$121.77 - $145.8 $49,195 - $58,903
404 Added 15.8%
2,961 $361,000
Q2 2022

Aug 05, 2022
BUY
$126.2 - $153.17 $3,912 - $4,748
31 Added 1.23%
2,557 $331,000
Q1 2022

Aug 05, 2022
BUY
$140.72 - $152.6 $355,458 - $385,467
2,526 New
2,526 $378,000

Others Institutions Holding VOE

# of Institutions
1,206
Shares Held
70.6M
Call Options Held
42.8K
Put Options Held
2.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
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