Forum Financial Management, LP Vanguard Mid Cap ETF Transaction History

Forum Financial Management, LP

$6.44 Billion
Q3 2025

A detailed history of Forum Financial Management, LP transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 1,948 shares of VO stock, worth $558,939. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,948

Previous 2,398 18.77%

Holding current value

$558,939

Previous $671,000 14.75%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$279.83 - $293.74 $125,923 - $132,183	-450 Reduced 18.77%	1,948 $572,000
Q2 2025 Jul 30, 2025	BUY	$228.54 - $279.83 $14,398 - $17,629	63 Added 2.7%	2,398 $671,000
Q1 2025 May 02, 2025	BUY	$251.87 - $277.95 $31,735 - $35,021	126 Added 5.7%	2,335 $603,000
Q4 2024 Feb 13, 2025	BUY	$261.5 - $284.63 $42,624 - $46,394	163 Added 7.97%	2,209 $583,000
Q3 2024 Oct 29, 2024	BUY	$237.84 - $263.83 $97,038 - $107,642	408 Added 24.91%	2,046 $539,000

Q2 2024 Jul 30, 2024	SELL	$234.99 - $248.98 $12,219 - $12,946	-52 Reduced 3.08%	1,638 $396,000
Q1 2024 May 09, 2024	BUY	$225.86 - $249.86 $80,406 - $88,950	356 Added 26.69%	1,690 $422,000
Q4 2023 Feb 07, 2024	SELL	$195.66 - $233.95 $44,806 - $53,574	-229 Reduced 14.65%	1,334 $310,000
Q3 2023 Nov 03, 2023	SELL	$206.6 - $228.23 $21,899 - $24,192	-106 Reduced 6.35%	1,563 $325,000
Q2 2023 Jul 26, 2023	SELL	$203.43 - $220.16 $32,955 - $35,665	-162 Reduced 8.85%	1,669 $367,000
Q1 2023 Apr 19, 2023	SELL	$200.2 - $225.98 $45,845 - $51,749	-229 Reduced 11.12%	1,831 $386,000
Q4 2022 Jan 24, 2023	SELL	$186.57 - $217.26 $31,530 - $36,716	-169 Reduced 7.58%	2,060 $0
Q3 2022 Nov 07, 2022	SELL	$187.98 - $227.42 $10,902 - $13,190	-58 Reduced 2.54%	2,229 $419,000
Q2 2022 Aug 15, 2022	SELL	$190.36 - $240.41 $81,474 - $102,895	-428 Reduced 15.76%	2,287 $451,000
Q1 2022 May 16, 2022	SELL	$219.86 - $253.39 $8,574 - $9,882	-39 Reduced 1.42%	2,715 $645,000
Q4 2021 Feb 18, 2022	BUY	$236.98 - $261.2 $652,642 - $719,344	2,754 New	2,754 $702,000

Others Institutions Holding VO

# of Institutions

2,510

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Account

Forum Financial Management, LP Vanguard Mid Cap ETF Transaction History