Transform Wealth, LLC Vanguard Ftse Developed Market Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 20, 2021	SELL	$49.75 - $53.3 $205,318 - $219,969	-4,127 Closed	0 $0
Q1 2021 Apr 22, 2021	SELL	$46.87 - $50.05 $18,748 - $20,020	-400 Reduced 8.84%	4,127 $203,000
Q4 2020 Jan 20, 2021	BUY	$39.45 - $47.53 $178,590 - $215,168	4,527 New	4,527 $214,000
Q3 2020 Oct 21, 2020	SELL	$38.92 - $42.44 $212,269 - $231,467	-5,454 Closed	0 $0
Q2 2020 Jul 22, 2020	SELL	$31.83 - $40.85 $743,739 - $954,501	-23,366 Reduced 81.08%	5,454 $212,000
Q1 2020 Apr 30, 2020	SELL	$28.78 - $44.66 $712,621 - $1.11 Million	-24,761 Reduced 46.21%	28,820 $961,000
Q4 2019 Jan 24, 2020	SELL	$39.9 - $44.4 $104,458 - $116,239	-2,618 Reduced 4.66%	53,581 $2.36 Million
Q3 2019 Oct 24, 2019	BUY	$38.87 - $42.25 $2.18 Million - $2.37 Million	56,199 New	56,199 $2.31 Million
Q3 2018 Oct 25, 2018	SELL	$41.81 - $43.94 $1.28 Million - $1.35 Million	-30,697 Closed	0 $0
Q2 2018 Aug 03, 2018	SELL	$42.43 - $45.59 $141,419 - $151,951	-3,333 Reduced 9.79%	30,697 $1.32 Million
Q4 2017 Feb 08, 2018	SELL	$43.36 - $44.94 $14,308 - $14,830	-330 Reduced 0.96%	34,030 $1.53 Million
Q3 2017 Oct 19, 2017	BUY	$42.16 - $43.57 $1.45 Million - $1.5 Million	34,360	34,360 $1.49 Million

Others Institutions Holding VEA

# of Institutions

2,457

Shares Held

2.11B

Call Options Held

217K

Put Options Held

174K

Bank Of America Corp Charlotte, NC

165M
Shares

$8.26 Billion
0.73% of portfolio
Creative Planning Overland Park, KS

145M
Shares

$7.29 Billion
7.61% of portfolio
Betterment LLC New York, NY

127M
Shares

$6.39 Billion
16.17% of portfolio
Envestnet Asset Management Inc

96.5M
Shares

$4.84 Billion
1.69% of portfolio
Wells Fargo & Company San Francisco, CA

62.8M
Shares

$3.15 Billion
0.76% of portfolio

About VANGUARD FTSE DEVELOPED MARKET

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