Forum Private Client Group LLC Vanguard Value ETF Transaction History
Forum Private Client Group LLC
- $225 Billion
- Q3 2024
A detailed history of Forum Private Client Group LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 1,317 shares of VTV stock, worth $224,271. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,317
Previous 1,583
16.8%
Holding current value
$224,271
Previous $254 Million
9.46%
% of portfolio
0.1%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,293Shares Held
536MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.1 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$8.89 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$4.95 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.46 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.37 Billion1.14% of portfolio