Forum Private Client Group LLC Vanguard Index Fds S&P 500 ETF Transaction History

Forum Private Client Group LLC

  • $230 Billion
  • Q1 2025

A detailed history of Forum Private Client Group LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 1,505 shares of VOO stock, worth $824,740. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,505
Previous 1,561 3.59%
Holding current value
$824,740
Previous $841 Million 8.01%
% of portfolio
0.34%
Previous 0.37%

Shares

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

May 01, 2025
SELL
$507.05 - $563.67 $28,394 - $31,565
-56 Reduced 3.59%
1,505 $774 Million
Q4 2024

Feb 13, 2025
BUY
$521.84 - $558.82 $24,004 - $25,705
46 Added 3.04%
1,561 $841 Million
Q3 2024

Nov 12, 2024
SELL
$475.2 - $527.7 $33,264 - $36,939
-70 Reduced 4.42%
1,515 $799 Million
Q2 2024

Aug 13, 2024
BUY
$455.1 - $504.28 $51,881 - $57,487
114 Added 7.75%
1,585 $793 Million
Q1 2024

May 15, 2024
SELL
$429.43 - $481.35 $124,534 - $139,591
-290 Reduced 16.47%
1,471 $707 Million
Q4 2023

Jan 19, 2024
BUY
$377.32 - $438.19 $664,460 - $771,652
1,761 New
1,761 $769 Million
Q2 2023

Aug 02, 2023
SELL
$371.44 - $407.28 $18,200 - $19,956
-49 Reduced 2.29%
2,090 $851,000
Q1 2023

May 15, 2023
SELL
$348.66 - $382.94 $9,065 - $9,956
-26 Reduced 1.2%
2,139 $804,000
Q3 2022

Nov 10, 2022
SELL
$328.3 - $395.04 $23,637 - $28,442
-72 Reduced 3.22%
2,165 $711,000
Q2 2022

Aug 05, 2022
BUY
$337.07 - $419.85 $87,301 - $108,741
259 Added 13.09%
2,237 $776,000
Q1 2022

Aug 05, 2022
BUY
$382.7 - $439.25 $756,980 - $868,836
1,978 New
1,978 $821,000

Others Institutions Holding VOO

# of Institutions
3,636
Shares Held
526M
Call Options Held
2.1M
Put Options Held
1.61M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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