Forum Private Client Group LLC Vanguard Value ETF Transaction History

Forum Private Client Group LLC

$230 Billion
Q1 2025

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 1,314 shares of VTV stock, worth $225,206. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,314

Previous 1,317 0.23%

Holding current value

$225,206

Previous $223 Million 1.77%

% of portfolio

0.1%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$167.73 - $179.21 $503 - $537	-3 Reduced 0.23%	1,314 $227 Million
Q3 2024 Nov 12, 2024	SELL	$159.75 - $174.57 $42,493 - $46,435	-266 Reduced 16.8%	1,317 $230 Million
Q2 2024 Aug 13, 2024	BUY	$154.57 - $163.65 $41,115 - $43,530	266 Added 20.2%	1,583 $254 Million
Q1 2024 May 15, 2024	SELL	$147.46 - $162.86 $7,078 - $7,817	-48 Reduced 3.52%	1,317 $214 Million
Q4 2023 Jan 19, 2024	BUY	$131.82 - $149.95 $179,934 - $204,681	1,365 New	1,365 $204 Million

Others Institutions Holding VTV

# of Institutions

2,603

Shares Held

560M

Call Options Held

182K

Put Options Held

65.4K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Forum Private Client Group LLC Vanguard Value ETF Transaction History