A detailed history of Transform Wealth, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Transform Wealth, LLC holds 2,112 shares of VGT stock, worth $1.3 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,112
Holding current value
$1.3 Million
% of portfolio
0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$571.78 - $647.97 $1.21 Million - $1.37 Million
2,112 New
2,112 $1.31 Million
Q4 2020

Jan 20, 2021

SELL
$297.99 - $355.36 $2.11 Million - $2.52 Million
-7,084 Closed
0 $0
Q3 2020

Oct 21, 2020

SELL
$279.37 - $338.36 $211,762 - $256,476
-758 Reduced 9.67%
7,084 $2.21 Million
Q2 2020

Jul 22, 2020

BUY
$201.88 - $278.76 $1.58 Million - $2.19 Million
7,842 New
7,842 $2.19 Million
Q1 2020

Apr 30, 2020

SELL
$185.49 - $273.21 $2.57 Million - $3.79 Million
-13,859 Closed
0 $0
Q4 2019

Jan 24, 2020

SELL
$209.61 - $245.73 $191,793 - $224,842
-915 Reduced 6.19%
13,859 $3.39 Million
Q3 2019

Oct 24, 2019

SELL
$213.22 - $219.09 $2.58 Million - $2.66 Million
-12,120 Reduced 45.07%
14,774 $3.19 Million
Q2 2019

Jul 30, 2019

BUY
N/A
26,894 New
26,894 $5.67 Million

Others Institutions Holding VGT

About VANGUARD INFORMATION TECHNOLOG


  • Ticker VGT
  • Sector ETFs
  • Industry ETFs
More about VGT
Track This Portfolio

Track Transform Wealth, LLC Portfolio

Follow Transform Wealth, 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 Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.