Forum Private Client Group LLC Vanguard Value ETF Transaction History
Forum Private Client Group LLC
- $259 Billion
- Q2 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 1,255 shares of VTV stock, worth $235,350. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,255
Previous 1,314
4.49%
Holding current value
$235,350
Previous $227 Million
2.28%
% of portfolio
0.09%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding VTV
# of Institutions
2,674Shares Held
565MCall Options Held
211KPut Options Held
58.5K-
Bank Of America Corp Charlotte, NC128MShares$24 Billion1.7% of portfolio
-
Jones Financial Companies Lllp52.3MShares$9.8 Billion7.05% of portfolio
-
Morgan Stanley New York, NY32.7MShares$6.13 Billion0.39% of portfolio
-
Envestnet Asset Management Inc20.8MShares$3.9 Billion1.13% of portfolio
-
Ubs Group Ag13.8MShares$2.58 Billion0.44% of portfolio