Forum Financial Management, LP Vanguard Total World Stk Index Transaction History

Forum Financial Management, LP

$6.44 Billion
Q3 2025

A detailed history of Forum Financial Management, LP transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Forum Financial Management, LP holds 3,495 shares of VT stock, worth $486,643. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,495

Previous 2,933 19.16%

Holding current value

$486,643

Previous $376,000 27.93%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$128.41 - $138.03 $72,166 - $77,572	562 Added 19.16%	3,495 $481,000
Q2 2025 Jul 30, 2025	SELL	$103.16 - $128.52 $3,094 - $3,855	-30 Reduced 1.01%	2,933 $376,000
Q1 2025 May 02, 2025	BUY	$115.08 - $123.97 $33,258 - $35,827	289 Added 10.81%	2,963 $343,000
Q4 2024 Feb 13, 2025	BUY	$117.09 - $123.07 $74,586 - $78,395	637 Added 31.27%	2,674 $314,000
Q3 2024 Oct 29, 2024	SELL	$107.72 - $119.96 $2,369 - $2,639	-22 Reduced 1.07%	2,037 $243,000

Q2 2024 Jul 30, 2024	BUY	$104.94 - $113.51 $16,160 - $17,480	154 Added 8.08%	2,059 $231,000
Q1 2024 May 09, 2024	BUY	$100.68 - $110.5 $191,795 - $210,502	1,905 New	1,905 $210,000

Others Institutions Holding VT

# of Institutions

1,217

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

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About VANGUARD TOTAL WORLD STK INDEX

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Forum Financial Management, LP Vanguard Total World Stk Index Transaction History