Forum Financial Management, LP Vanguard Mid Cap Value Index F Transaction History

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025

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 1,872 shares of VOE stock, worth $325,428. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,872
Previous 1,500 24.8%
Holding current value
$325,428
Previous $246,000 32.52%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$164.63 - $174.58 $61,242 - $64,943
372 Added 24.8%
1,872 $326,000
Q2 2025

Jul 30, 2025
BUY
$141.87 - $164.49 $11,349 - $13,159
80 Added 5.63%
1,500 $246,000
Q1 2025

May 02, 2025
SELL
$156.61 - $168.02 $10,649 - $11,425
-68 Reduced 4.57%
1,420 $227,000
Q4 2024

Feb 13, 2025
BUY
$160.89 - $176.18 $14,158 - $15,503
88 Added 6.29%
1,488 $240,000
Q3 2024

Oct 29, 2024
BUY
$149.02 - $167.67 $208,628 - $234,737
1,400 New
1,400 $234,000

Others Institutions Holding VOE

# of Institutions
1,275
Shares Held
73.3M
Call Options Held
30.9K
Put Options Held
7.7K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email