Forum Private Client Group LLC Vanguard Total Stock Market Et Transaction History

Forum Private Client Group LLC

  • $281 Billion
  • Q3 2025

A detailed history of Forum Private Client Group LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Forum Private Client Group LLC holds 652 shares of VTI stock, worth $215,068. This represents 0.08% of its overall portfolio holdings.

Number of Shares
652
Previous 743 12.25%
Holding current value
$215,068
Previous $226 Million 5.35%
% of portfolio
0.08%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$303.93 - $329.86 $27,657 - $30,017
-91 Reduced 12.25%
652 $214 Million
Q2 2025

Aug 12, 2025
BUY
$243.75 - $303.93 $181,106 - $225,819
743 New
743 $226 Million
Q1 2024

May 15, 2024
SELL
$232.77 - $260.14 $128,256 - $143,337
-551 Reduced 40.88%
797 $207 Million
Q4 2023

Jan 19, 2024
BUY
$203.12 - $238.25 $273,805 - $321,161
1,348 New
1,348 $320 Million
Q2 2023

Aug 02, 2023
BUY
$200.75 - $220.28 $28,506 - $31,279
142 Added 13.03%
1,232 $271,000
Q1 2023

May 15, 2023
SELL
$189.85 - $210.01 $13,099 - $14,490
-69 Reduced 5.95%
1,090 $222,000
Q3 2022

Nov 10, 2022
SELL
$179.47 - $216.24 $11,306 - $13,623
-63 Reduced 5.16%
1,159 $208,000
Q2 2022

Aug 05, 2022
BUY
$183.02 - $230.52 $42,826 - $53,941
234 Added 23.68%
1,222 $230,000
Q1 2022

Aug 05, 2022
BUY
$209.9 - $242.97 $207,381 - $240,054
988 New
988 $225,000

Others Institutions Holding VTI

# of Institutions
3,629
Shares Held
537M
Call Options Held
1.6M
Put Options Held
733K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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