Transform Wealth, LLC Vanguard Growth ETF Transaction History

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 2024

A detailed history of Transform Wealth, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 1,181 shares of VUG stock, worth $495,382. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,181
Previous 1,084 8.95%
Holding current value
$495,382
Previous $405,000 11.85%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$341.08 - $391.94 $33,084 - $38,018
97 Added 8.95%
1,181 $453,000
Q1 2024

Apr 15, 2024
BUY
$301.05 - $346.61 $326,338 - $375,725
1,084 New
1,084 $373,000
Q2 2022

Jul 15, 2022
SELL
$214.97 - $293.87 $261,188 - $357,052
-1,215 Closed
0 $0
Q1 2022

Apr 25, 2022
BUY
$254.37 - $323.09 $309,059 - $392,554
1,215 New
1,215 $349,000

Others Institutions Holding VUG

# of Institutions
2,374
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

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