Transform Wealth, LLC Vanguard Ftse All World Ex Us Transaction History

Transform Wealth, LLC

  • $1.31 Billion
  • Q2 2024

A detailed history of Transform Wealth, LLC transactions in Vanguard Ftse All World Ex Us stock. As of the latest transaction made, Transform Wealth, LLC holds 5,391 shares of VEU stock, worth $319,955. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,391
Previous 5,386 0.09%
Holding current value
$319,955
Previous $315,000 0.32%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jul 15, 2024
BUY
$56.22 - $60.47 $281 - $302
5 Added 0.09%
5,391 $316,000
Q1 2024

Apr 15, 2024
BUY
$54.0 - $58.69 $108 - $117
2 Added 0.04%
5,386 $315,000
Q4 2023

Jan 18, 2024
BUY
$49.57 - $56.14 $446 - $505
9 Added 0.17%
5,384 $302,000
Q3 2023

Oct 10, 2023
SELL
$51.66 - $56.47 $221,053 - $241,635
-4,279 Reduced 44.32%
5,375 $278,000
Q2 2023

Jul 13, 2023
BUY
$52.62 - $56.04 $631 - $672
12 Added 0.12%
9,654 $525,000
Q1 2023

Apr 14, 2023
BUY
$50.42 - $55.03 $486,149 - $530,599
9,642 New
9,642 $515,000
Q3 2021

Oct 15, 2021
SELL
N/A
-32,938 Closed
0 $0
Q2 2021

Jul 20, 2021
SELL
N/A
-1,103 Reduced 3.24%
32,938 $2.09 Million
Q1 2021

Apr 22, 2021
SELL
N/A
-2,176 Reduced 6.01%
34,041 $2.07 Million
Q4 2020

Jan 20, 2021
BUY
N/A
36,217 New
36,217 $2.11 Million
Q1 2020

Apr 30, 2020
SELL
N/A
-53,461 Closed
0 $0
Q4 2019

Jan 24, 2020
SELL
N/A
-636 Reduced 1.18%
53,461 $2.87 Million
Q3 2019

Oct 24, 2019
BUY
N/A
54,097 New
54,097 $2.7 Million

Others Institutions Holding VEU

# of Institutions
1,243
Shares Held
317M
Call Options Held
27.2K
Put Options Held
6.8K
View Full List

About VANGUARD FTSE ALL- WORLD EX-US

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