Transform Wealth, LLC Vanguard Small Cap ETF Transaction History

Transform Wealth, LLC

  • $1.31 Billion
  • Q2 2024

A detailed history of Transform Wealth, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 1,369 shares of VB stock, worth $317,744. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,369
Previous 1,532 10.64%
Holding current value
$317,744
Previous $350,000 14.86%
% of portfolio
0.02%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$210.76 - $226.94 $34,353 - $36,991
-163 Reduced 10.64%
1,369 $298,000
Q1 2024

Apr 15, 2024
BUY
$204.0 - $228.59 $37,536 - $42,060
184 Added 13.65%
1,532 $350,000
Q4 2023

Jan 18, 2024
BUY
$175.26 - $215.9 $38,206 - $47,066
218 Added 19.29%
1,348 $287,000
Q3 2023

Oct 10, 2023
SELL
$186.24 - $208.75 $209,706 - $235,052
-1,126 Reduced 49.91%
1,130 $213,000
Q2 2023

Jul 13, 2023
BUY
$181.26 - $198.89 $725 - $795
4 Added 0.18%
2,256 $448,000
Q1 2023

Apr 14, 2023
BUY
$179.51 - $208.76 $202,487 - $235,481
1,128 Added 100.36%
2,252 $426,000
Q4 2022

Jan 12, 2023
BUY
$179.99 - $196.57 $202,308 - $220,944
1,124 New
1,124 $0

Others Institutions Holding VB

# of Institutions
1,977
Shares Held
144M
Call Options Held
176K
Put Options Held
32.7K
View Full List

About VANGUARD SMALL-CAP ETF

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