Transform Wealth, LLC Vanguard Total Stock Market Et Transaction History

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024

A detailed history of Transform Wealth, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Transform Wealth, LLC holds 3,696 shares of VTI stock, worth $1.09 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,696
Previous 16,092 77.03%
Holding current value
$1.09 Million
Previous $4.56 Million 76.49%
% of portfolio
0.06%
Previous 0.31%

Shares

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

Jan 16, 2025
SELL
$280.04 - $302.45 $3.47 Million - $3.75 Million
-12,396 Reduced 77.03%
3,696 $1.07 Million
Q3 2024

Oct 15, 2024
SELL
$255.18 - $283.2 $733,132 - $813,633
-2,873 Reduced 15.15%
16,092 $4.56 Million
Q2 2024

Jul 15, 2024
SELL
$245.23 - $269.4 $193,241 - $212,287
-788 Reduced 3.99%
18,965 $5.07 Million
Q1 2024

Apr 15, 2024
SELL
$232.77 - $260.14 $364,052 - $406,858
-1,564 Reduced 7.34%
19,753 $5.13 Million
Q4 2023

Jan 18, 2024
SELL
$203.12 - $238.25 $6,296 - $7,385
-31 Reduced 0.15%
21,317 $5.06 Million
Q3 2023

Oct 10, 2023
SELL
$211.41 - $228.35 $3.64 Million - $3.93 Million
-17,210 Reduced 44.63%
21,348 $4.53 Million
Q2 2023

Jul 13, 2023
BUY
$200.75 - $220.28 $14,052 - $15,419
70 Added 0.18%
38,558 $8.49 Million
Q1 2023

Apr 14, 2023
BUY
$189.85 - $210.01 $2.83 Million - $3.13 Million
14,901 Added 63.17%
38,488 $7.86 Million
Q4 2022

Jan 12, 2023
BUY
$179.3 - $204.18 $3.47 Million - $3.95 Million
19,330 Added 454.08%
23,587 $0
Q3 2022

Oct 21, 2022
BUY
$179.47 - $216.24 $717 - $864
4 Added 0.09%
4,257 $764,000
Q2 2022

Jul 15, 2022
BUY
$183.02 - $230.52 $111,276 - $140,156
608 Added 16.68%
4,253 $802,000
Q1 2022

Apr 25, 2022
SELL
$209.9 - $242.97 $36,102 - $41,790
-172 Reduced 4.51%
3,645 $830,000
Q4 2021

Jan 26, 2022
SELL
$221.73 - $242.96 $15,521 - $17,007
-70 Reduced 1.8%
3,817 $922,000
Q3 2021

Oct 15, 2021
SELL
$219.23 - $234.37 $12,496 - $13,359
-57 Reduced 1.45%
3,887 $863,000
Q2 2021

Jul 20, 2021
BUY
$209.28 - $222.82 $69,271 - $73,753
331 Added 9.16%
3,944 $879,000
Q1 2021

Apr 22, 2021
SELL
$191.87 - $208.85 $102,074 - $111,108
-532 Reduced 12.83%
3,613 $747,000
Q4 2020

Jan 20, 2021
SELL
$166.99 - $194.64 $134,593 - $156,879
-806 Reduced 16.28%
4,145 $807,000
Q2 2020

Jul 22, 2020
BUY
$122.96 - $164.1 $9,590 - $12,799
78 Added 1.6%
4,951 $775,000
Q1 2020

Apr 30, 2020
BUY
$111.91 - $172.17 $304,954 - $469,163
2,725 Added 126.86%
4,873 $628,000
Q4 2019

Jan 24, 2020
SELL
$146.61 - $164.29 $43,983 - $49,287
-300 Reduced 12.25%
2,148 $351,000
Q3 2019

Oct 24, 2019
SELL
$150.3 - $153.62 $73,947 - $75,581
-492 Reduced 16.73%
2,448 $370,000
Q2 2019

Jul 30, 2019
BUY
N/A
984 Added 50.31%
2,940 $441,000
Q1 2019

Apr 12, 2019
SELL
N/A
-1,200 Reduced 38.02%
1,956 $283,000
Q2 2018

Aug 03, 2018
SELL
N/A
-280 Reduced 8.15%
3,156 $443,000
Q1 2018

May 03, 2018
SELL
N/A
-424 Reduced 10.98%
3,436 $466,000
Q3 2017

Oct 19, 2017
BUY
N/A
3,860
3,860 $500,000

Others Institutions Holding VTI

# of Institutions
3,358
Shares Held
460M
Call Options Held
1.31M
Put Options Held
1.13M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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.

Choose your preferred platform and Sign Up 👇 Telegram Email