Forum Financial Management, LP Vanguard Ftse Emerging Mkts Et Transaction History

Forum Financial Management, LP

$5.24 Billion
Q3 2024

A detailed history of Forum Financial Management, LP transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Forum Financial Management, LP holds 10,625 shares of VWO stock, worth $471,750. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,625

Previous 8,555 24.2%

Holding current value

$471,750

Previous $374,000 35.83%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$41.9 - $48.26 $86,733 - $99,898	2,070 Added 24.2%	10,625 $508,000
Q2 2024 Jul 30, 2024	SELL	$40.83 - $44.89 $6.31 Million - $6.93 Million	-154,477 Reduced 94.75%	8,555 $374,000
Q1 2024 May 09, 2024	BUY	$39.04 - $42.23 $5.79 Million - $6.26 Million	148,303 Added 1006.88%	163,032 $6.81 Million
Q4 2023 Feb 07, 2024	BUY	$37.74 - $41.31 $101,860 - $111,495	2,699 Added 22.44%	14,729 $605,000
Q3 2023 Nov 03, 2023	SELL	$39.04 - $43.07 $18,661 - $20,587	-478 Reduced 3.82%	12,030 $471,000
Q2 2023 Jul 26, 2023	BUY	$39.05 - $42.09 $184,550 - $198,917	4,726 Added 60.73%	12,508 $508,000
Q1 2023 Apr 19, 2023	SELL	$38.45 - $43.18 $180,445 - $202,643	-4,693 Reduced 37.62%	7,782 $314,000
Q4 2022 Jan 24, 2023	BUY	$35.32 - $40.67 $48,706 - $56,083	1,379 Added 12.43%	12,475 $0
Q3 2022 Nov 07, 2022	SELL	$36.49 - $42.54 $187,522 - $218,613	-5,139 Reduced 31.65%	11,096 $405,000
Q2 2022 Aug 15, 2022	BUY	$40.48 - $47.83 $205,395 - $242,689	5,074 Added 45.46%	16,235 $676,000
Q1 2022 May 16, 2022	BUY	$42.79 - $51.23 $27,685 - $33,145	647 Added 6.15%	11,161 $514,000
Q4 2021 Feb 18, 2022	BUY	$47.81 - $52.33 $502,674 - $550,197	10,514 New	10,514 $520,000

Others Institutions Holding VWO

# of Institutions

2,308

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

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About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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Forum Financial Management, LP Vanguard Ftse Emerging Mkts Et Transaction History