Forum Financial Management, LP Vanguard Mid Cap Value Index F Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Forum Financial Management, LP holds 1,488 shares of VOE stock, worth $246,888. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,488
Previous 1,488
-0.0%
Holding current value
$246,888
Previous $240,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VOE
# of Institutions
1,194Shares Held
71.9MCall Options Held
25.6KPut Options Held
1.6K-
Morgan Stanley New York, NY4.67MShares$775 Million0.05% of portfolio
-
Betterment LLC New York, NY4.51MShares$748 Million1.75% of portfolio
-
Assetmark, Inc3.93MShares$652 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.2MShares$530 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$511 Million0.04% of portfolio