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

Forum Private Client Group LLC

$259 Billion
Q2 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 1,507 shares of VOO stock, worth $927,257. This represents 0.33% of its overall portfolio holdings.

Number of Shares

1,507

Previous 1,505 0.13%

Holding current value

$927,257

Previous $774 Million 10.68%

% of portfolio

0.33%

Previous 0.34%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$456.74 - $568.03 $913 - $1,136	2 Added 0.13%	1,507 $856 Million
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

3,735

Shares Held

514M

Call Options Held

2.83M

Put Options Held

3.09M

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About VANGUARD INDEX FDS S&P 500 ETF

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