Forum Financial Management, LP Vanguard Long Term Treasury Et Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

A detailed history of Forum Financial Management, LP transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Forum Financial Management, LP holds 106,135 shares of VGLT stock, worth $5.94 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
106,135
Previous 110,885 4.28%
Holding current value
$5.94 Million
Previous $6.4 Million 2.13%
% of portfolio
0.12%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$56.52 - $63.23 $268,470 - $300,342
-4,750 Reduced 4.28%
106,135 $6.53 Million
Q2 2024

Jul 30, 2024
BUY
$55.25 - $59.25 $2.36 Million - $2.53 Million
42,771 Added 62.79%
110,885 $6.4 Million
Q1 2024

May 09, 2024
BUY
$57.73 - $61.4 $947,349 - $1.01 Million
16,410 Added 31.74%
68,114 $4.04 Million
Q4 2023

Feb 07, 2024
BUY
$52.05 - $62.44 $2.27 Million - $2.73 Million
43,659 Added 542.68%
51,704 $3.18 Million
Q3 2023

Nov 03, 2023
BUY
$55.35 - $63.62 $92,600 - $106,436
1,673 Added 26.26%
8,045 $446,000
Q2 2023

Jul 26, 2023
BUY
$62.12 - $66.83 $395,828 - $425,840
6,372 New
6,372 $404,000
Q4 2022

Jan 24, 2023
SELL
$57.38 - $66.98 $226 Million - $263 Million
-3,933,046 Reduced 99.9%
4,058 $0
Q3 2022

Nov 07, 2022
BUY
$62.05 - $73.26 $27.2 Million - $32.1 Million
438,268 Added 12.53%
3,937,104 $248 Million
Q2 2022

Aug 15, 2022
BUY
$66.63 - $80.22 $37.5 Million - $45.1 Million
562,480 Added 19.16%
3,498,836 $245 Million
Q1 2022

May 16, 2022
BUY
$78.1 - $87.35 $46.8 Million - $52.4 Million
599,441 Added 25.65%
2,936,356 $236 Million
Q4 2021

Feb 18, 2022
BUY
$85.99 - $92.77 $201 Million - $217 Million
2,336,915 New
2,336,915 $209 Million

Others Institutions Holding VGLT

# of Institutions
434
Shares Held
174M
Call Options Held
307K
Put Options Held
560K
View Full List

About VANGUARD LONG TERM TREASURY ET

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