Transform Wealth, LLC Vanguard Value ETF Transaction History

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024

A detailed history of Transform Wealth, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 3,026 shares of VTV stock, worth $516,931. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,026
Previous 1,553 94.85%
Holding current value
$516,931
Previous $271,000 88.93%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 16, 2025
BUY
$168.32 - $181.87 $247,935 - $267,894
1,473 Added 94.85%
3,026 $512,000
Q3 2024

Oct 15, 2024
SELL
$159.75 - $174.57 $9,105 - $9,950
-57 Reduced 3.54%
1,553 $271,000
Q2 2024

Jul 15, 2024
SELL
$154.57 - $163.65 $14,220 - $15,055
-92 Reduced 5.41%
1,610 $258,000
Q1 2024

Apr 15, 2024
BUY
$147.46 - $162.86 $250,976 - $277,187
1,702 New
1,702 $277,000

Others Institutions Holding VTV

# of Institutions
2,546
Shares Held
543M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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