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

Forum Private Client Group LLC

  • $225 Billion
  • Q3 2024

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 1,515 shares of VOO stock, worth $837,522. This represents 0.36% of its overall portfolio holdings.

Number of Shares
1,515
Previous 1,585 4.42%
Holding current value
$837,522
Previous $793 Million 0.86%
% of portfolio
0.36%
Previous 0.38%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,155
Shares Held
395M
Call Options Held
2.09M
Put Options Held
2.68M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Forum Private Client Group LLC Portfolio

Follow Forum Private Client Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Private Client Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forum Private Client Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email