Forum Private Client Group LLC Vanguard Value ETF Transaction History
Forum Private Client Group LLC
- $225 Billion
- Q4 2024
A detailed history of Forum Private Client Group LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 1,317 shares of VTV stock, worth $234,597. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,317
Previous 1,317
-0.0%
Holding current value
$234,597
Previous $230 Million
3.02%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,529Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21.4 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.59 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.5 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.58 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.36 Billion0.42% of portfolio