Forum Private Client Group LLC Vanguard Mid Cap ETF Transaction History

Forum Private Client Group LLC

  • $225 Billion
  • Q3 2024

A detailed history of Forum Private Client Group LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 24,853 shares of VO stock, worth $6.69 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
24,853
Previous 23,812 4.37%
Holding current value
$6.69 Million
Previous $5.76 Billion 13.74%
% of portfolio
2.91%
Previous 2.74%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$237.84 - $263.83 $247,591 - $274,647
1,041 Added 4.37%
24,853 $6.56 Billion
Q2 2024

Aug 13, 2024
BUY
$234.99 - $248.98 $52,872 - $56,020
225 Added 0.95%
23,812 $5.76 Billion
Q1 2024

May 15, 2024
BUY
$225.86 - $249.86 $173,912 - $192,392
770 Added 3.37%
23,587 $5.89 Billion
Q4 2023

Jan 19, 2024
BUY
$195.66 - $233.95 $4.46 Million - $5.34 Million
22,817 New
22,817 $5.31 Billion
Q2 2023

Aug 02, 2023
BUY
$203.43 - $220.16 $549,667 - $594,872
2,702 Added 14.91%
20,827 $4.59 Million
Q1 2023

May 15, 2023
BUY
$200.2 - $225.98 $112,312 - $126,774
561 Added 3.19%
18,125 $3.82 Million
Q4 2022

Feb 10, 2023
BUY
$186.57 - $217.26 $212,689 - $247,676
1,140 Added 6.94%
17,564 $3.58 Million
Q3 2022

Nov 10, 2022
BUY
$187.98 - $227.42 $250,765 - $303,378
1,334 Added 8.84%
16,424 $3.09 Million
Q2 2022

Aug 05, 2022
BUY
$190.36 - $240.41 $528,629 - $667,618
2,777 Added 22.55%
15,090 $2.97 Million
Q1 2022

Aug 05, 2022
BUY
$219.86 - $253.39 $2.71 Million - $3.12 Million
12,313 New
12,313 $2.93 Million

Others Institutions Holding VO

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

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

Track Forum Private Client Group LLC Portfolio

Follow Forum Private Client Group LLC 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 Private Client Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forum Private Client Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email