Transform Wealth, LLC Vanguard Total International B Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 22, 2021	SELL	$56.78 - $58.56 $264,310 - $272,596	-4,655 Closed	0 $0
Q4 2020 Jan 20, 2021	SELL	$57.99 - $58.75 $59,845 - $60,630	-1,032 Reduced 18.15%	4,655 $273,000
Q3 2020 Oct 21, 2020	SELL	$57.55 - $58.32 $14,387 - $14,580	-250 Reduced 4.21%	5,687 $331,000
Q2 2020 Jul 22, 2020	SELL	$56.12 - $57.76 $20,090 - $20,678	-358 Reduced 5.69%	5,937 $343,000
Q1 2020 Apr 30, 2020	BUY	$54.96 - $58.4 $88,485 - $94,024	1,610 Added 34.36%	6,295 $354,000
Q4 2019 Jan 24, 2020	SELL	$56.58 - $58.91 $16,974 - $17,673	-300 Reduced 6.02%	4,685 $265,000
Q3 2019 Oct 24, 2019	SELL	$58.16 - $58.93 $374,492 - $379,450	-6,439 Reduced 56.36%	4,985 $293,000
Q2 2019 Jul 30, 2019	BUY	N/A	11,424 New	11,424 $654,000
Q2 2018 Aug 03, 2018	SELL	N/A	-5,110 Closed	0 $0
Q1 2018 May 03, 2018	SELL	N/A	-5,800 Reduced 53.16%	5,110 $280,000
Q3 2017 Oct 19, 2017	BUY	N/A	10,910	10,910 $596,000

Others Institutions Holding BNDX

# of Institutions

946

Shares Held

682M

Call Options Held

5K

Put Options Held

0

Jpmorgan Chase & CO New York, NY

232M
Shares

$11.4 Billion
0.93% of portfolio
Bank Of America Corp Charlotte, NC

111M
Shares

$5.45 Billion
0.47% of portfolio
Vanguard Group Inc Valley Forge, PA

59.9M
Shares

$2.95 Billion
0.05% of portfolio
Envestnet Asset Management Inc

58.1M
Shares

$2.86 Billion
0.97% of portfolio
Mercer Global Advisors Inc Denver, CO

21.6M
Shares

$1.06 Billion
2.38% of portfolio

About VANGUARD TOTAL INTERNATIONAL B

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