Forum Financial Management, LP Vanguard Star Fd Vanguard Tota Transaction History

Forum Financial Management, LP

$6.44 Billion
Q3 2025

A detailed history of Forum Financial Management, LP transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Forum Financial Management, LP holds 15,364 shares of VXUS stock, worth $1.15 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,364

Previous 14,501 5.95%

Holding current value

$1.15 Million

Previous $1 Million 12.69%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$68.24 - $73.73 $58,891 - $63,628	863 Added 5.95%	15,364 $1.13 Million
Q2 2025 Jul 30, 2025	BUY	$55.54 - $69.09 $146,014 - $181,637	2,629 Added 22.14%	14,501 $1 Million
Q1 2025 May 02, 2025	BUY	$58.01 - $64.46 $3,596 - $3,996	62 Added 0.52%	11,872 $737,000
Q4 2024 Feb 13, 2025	BUY	$58.88 - $64.8 $1,707 - $1,879	29 Added 0.25%	11,810 $695,000
Q3 2024 Oct 29, 2024	BUY	$58.03 - $65.37 $38,764 - $43,667	668 Added 6.01%	11,781 $762,000

Q2 2024 Jul 30, 2024	SELL	$57.86 - $62.21 $42,700 - $45,910	-738 Reduced 6.23%	11,113 $670,000
Q1 2024 May 09, 2024	SELL	$55.74 - $60.35 $12,931 - $14,001	-232 Reduced 1.92%	11,851 $714,000
Q4 2023 Feb 07, 2024	SELL	$51.06 - $57.96 $19,249 - $21,850	-377 Reduced 3.03%	12,083 $700,000
Q3 2023 Nov 03, 2023	SELL	$53.3 - $58.26 $84,693 - $92,575	-1,589 Reduced 11.31%	12,460 $666,000
Q2 2023 Jul 26, 2023	BUY	$54.28 - $57.76 $146,881 - $156,298	2,706 Added 23.86%	14,049 $787,000
Q1 2023 Apr 19, 2023	SELL	$52.07 - $56.74 $34,001 - $37,051	-653 Reduced 5.44%	11,343 $626,000
Q4 2022 Jan 24, 2023	BUY	$45.45 - $53.83 $245,975 - $291,327	5,412 Added 82.2%	11,996 $0
Q3 2022 Nov 07, 2022	BUY	$45.75 - $54.53 $301,218 - $359,025	6,584 New	6,584 $301,000

Others Institutions Holding VXUS

# of Institutions

1,630

Shares Held

373M

Call Options Held

104K

Put Options Held

132K

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About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
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Forum Financial Management, LP Vanguard Star Fd Vanguard Tota Transaction History