Ownership history in Forum Private Client Group LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Forum Private Client Group LLC reported a position in VANGUARD SCOTTSDALE FDS (VCSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 64,627 | +13,849 | +27.3% | 1.76% | $5.2M | $79.17 |
| 2025 Q3 | ADDED | 50,778 | +9,941 | +24.3% | 1.45% | $4.1M | $78.20 |
| 2025 Q2 | ADDED | 40,837 | +1,539 | +3.9% | 1.25% | $3.2M | $76.93 |
| 2025 Q1 | ADDED | 39,298 | +1,926 | +5.2% | 1.35% | $3.1M | $75.55 |
| 2024 Q4 | ADDED | 37,372 | +7,332 | +24.4% | 1.30% | $2.9M | $74.15 |
| 2024 Q3 | ADDED | 30,040 | +1,624 | +5.7% | 1.06% | $2.4M | $74.45 |
| 2024 Q2 | REDUCED | 28,416 | -2,540 | -8.2% | 1.04% | $2.2M | $71.72 |
| 2024 Q1 | ADDED | 30,956 | +2,003 | +6.9% | 1.16% | $2.4M | $71.04 |
| 2023 Q4 | REDUCED | 28,953 | -4,573 | -13.6% | 1.17% | $2.2M | $70.67 |
| 2023 Q2 | REDUCED | 33,526 | -1,636 | -4.7% | 1.45% | $2.5M | $67.77 |
As of 2025 Q4 — sorted by position size