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

Forum Private Client Group LLC

  • $225 Billion
  • Q3 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 169,702 shares of VYM stock, worth $22.7 Million. This represents 9.66% of its overall portfolio holdings.

Number of Shares
169,702
Previous 164,685 3.05%
Holding current value
$22.7 Million
Previous $19.5 Billion 11.39%
% of portfolio
9.66%
Previous 9.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,797
Shares Held
179M
Call Options Held
1.89M
Put Options Held
525K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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