Transform Wealth, LLC Vanguard Intermediate Term Cor Transaction History

Transform Wealth, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 30, 2020	SELL	$78.83 - $94.82 $418,666 - $503,589	-5,311 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$90.42 - $91.79 $12,658 - $12,850	-140 Reduced 2.57%	5,311 $485,000
Q3 2019 Oct 24, 2019	SELL	$89.94 - $91.25 $594,143 - $602,797	-6,606 Reduced 54.79%	5,451 $497,000
Q2 2019 Jul 30, 2019	BUY	N/A	12,057 New	12,057 $1.08 Million

1,171

485M

37.7K

125K

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

Stay updated on Transform Wealth, LLC with notifications on news.