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

Forum Private Client Group LLC

$210 Billion
Q2 2024

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 164,685 shares of VYM stock, worth $21.2 Million. This represents 9.28% of its overall portfolio holdings.

Number of Shares

164,685

Previous 165,263 0.35%

Holding current value

$21.2 Million

Previous $20 Billion 2.32%

% of portfolio

9.28%

Previous 9.67%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,721

Shares Held

173M

Call Options Held

1.59M

Put Options Held

147K

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About VANGUARD WHITEHALL FDS (VANGUA

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