Forum Private Client Group LLC Vanguard Total Stock Market Et Transaction History

Forum Private Client Group LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$232.77 - $260.14 $128,256 - $143,337	-551 Reduced 40.88%	797 $207 Million
Q4 2023 Jan 19, 2024	BUY	$203.12 - $238.25 $273,805 - $321,161	1,348 New	1,348 $320 Million
Q2 2023 Aug 02, 2023	BUY	$200.75 - $220.28 $28,506 - $31,279	142 Added 13.03%	1,232 $271,000
Q1 2023 May 15, 2023	SELL	$189.85 - $210.01 $13,099 - $14,490	-69 Reduced 5.95%	1,090 $222,000
Q3 2022 Nov 10, 2022	SELL	$179.47 - $216.24 $11,306 - $13,623	-63 Reduced 5.16%	1,159 $208,000
Q2 2022 Aug 05, 2022	BUY	$183.02 - $230.52 $42,826 - $53,941	234 Added 23.68%	1,222 $230,000
Q1 2022 Aug 05, 2022	BUY	$209.9 - $242.97 $207,381 - $240,054	988 New	988 $225,000

3,048

453M

1.81M

618K

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