Forum Financial Management, LP Vanguard Value ETF Transaction History

Forum Financial Management, LP

  • $5.05 Billion
  • Q4 2024

A detailed history of Forum Financial Management, LP transactions in Vanguard Value ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 6,107 shares of VTV stock, worth $1.08 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,107
Previous 6,107 -0.0%
Holding current value
$1.08 Million
Previous $1.03 Million -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$168.32 - $181.87 $17,000 - $18,368
-101 Reduced 1.63%
6,107 $1.03 Million
Q3 2024

Oct 29, 2024
BUY
$159.75 - $174.57 $114,540 - $125,166
717 Added 13.06%
6,208 $1.08 Million
Q2 2024

Jul 30, 2024
BUY
$154.57 - $163.65 $48,998 - $51,877
317 Added 6.13%
5,491 $880,000
Q1 2024

May 09, 2024
SELL
$147.46 - $162.86 $48,219 - $53,255
-327 Reduced 5.94%
5,174 $842,000
Q4 2023

Feb 07, 2024
BUY
$131.82 - $149.95 $4,745 - $5,398
36 Added 0.66%
5,501 $822,000
Q3 2023

Nov 03, 2023
BUY
$137.93 - $147.18 $6,068 - $6,475
44 Added 0.81%
5,465 $753,000
Q2 2023

Jul 26, 2023
BUY
$134.74 - $142.42 $459,193 - $485,367
3,408 Added 169.3%
5,421 $770,000
Q1 2023

Apr 19, 2023
SELL
$132.13 - $144.96 $41,753 - $45,807
-316 Reduced 13.57%
2,013 $278,000
Q4 2022

Jan 24, 2023
BUY
$124.69 - $146.24 $7,606 - $8,920
61 Added 2.69%
2,329 $0
Q3 2022

Nov 07, 2022
BUY
$123.48 - $143.43 $28,029 - $32,558
227 Added 11.12%
2,268 $280,000
Q2 2022

Aug 15, 2022
BUY
$128.01 - $150.8 $30,978 - $36,493
242 Added 13.45%
2,041 $269,000
Q1 2022

May 16, 2022
BUY
$140.46 - $150.33 $29,777 - $31,869
212 Added 13.36%
1,799 $265,000
Q4 2021

Feb 18, 2022
BUY
$136.43 - $147.24 $216,514 - $233,669
1,587 New
1,587 $233,000

Others Institutions Holding VTV

# of Institutions
2,526
Shares Held
543M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

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