Forum Private Client Group LLC Vanguard Whitehall Fds (Vangua Transaction History

Forum Private Client Group LLC

$230 Billion
Q1 2025

A detailed history of Forum Private Client Group LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Forum Private Client Group LLC holds 175,834 shares of VYM stock, worth $22.7 Million. This represents 9.84% of its overall portfolio holdings.

Number of Shares

175,834

Previous 171,150 2.74%

Holding current value

$22.7 Million

Previous $21.8 Billion 4.1%

% of portfolio

9.84%

Previous 9.7%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$126.11 - $135.06 $590,699 - $632,621	4,684 Added 2.74%	175,834 $22.7 Billion
Q4 2024 Feb 13, 2025	BUY	$126.68 - $134.74 $183,432 - $195,103	1,448 Added 0.85%	171,150 $21.8 Billion
Q3 2024 Nov 12, 2024	BUY	$117.9 - $128.2 $591,504 - $643,179	5,017 Added 3.05%	169,702 $21.8 Billion
Q2 2024 Aug 13, 2024	SELL	$114.71 - $121.51 $66,302 - $70,232	-578 Reduced 0.35%	164,685 $19.5 Billion
Q1 2024 May 15, 2024	BUY	$109.98 - $120.99 $847,835 - $932,711	7,709 Added 4.89%	165,263 $20 Billion
Q4 2023 Jan 19, 2024	BUY	$98.71 - $111.84 $15.6 Million - $17.6 Million	157,554 New	157,554 $17.6 Billion
Q2 2023 Aug 02, 2023	BUY	$101.36 - $107.68 $617,485 - $655,986	6,092 Added 4.28%	148,562 $15.8 Million
Q1 2023 May 15, 2023	BUY	$100.82 - $111.44 $394,609 - $436,176	3,914 Added 2.82%	142,470 $15 Million
Q4 2022 Feb 10, 2023	SELL	$96.14 - $113.15 $250,156 - $294,416	-2,602 Reduced 1.84%	138,556 $15 Million
Q3 2022 Nov 10, 2022	BUY	$94.88 - $110.28 $43,929 - $51,059	463 Added 0.33%	141,158 $13.4 Million
Q2 2022 Aug 05, 2022	BUY	$99.2 - $114.57 $2.14 Million - $2.47 Million	21,580 Added 18.12%	140,695 $14.3 Million
Q1 2022 Aug 05, 2022	BUY	$107.24 - $115.01 $12.8 Million - $13.7 Million	119,115 New	119,115 $13.4 Million

Others Institutions Holding VYM

# of Institutions

1,999

Shares Held

186M

Call Options Held

2.03M

Put Options Held

311K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

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.

Account

Forum Private Client Group LLC Vanguard Whitehall Fds (Vangua Transaction History