Transform Wealth, LLC Vanguard Wellington Fd Us Mult Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Transform Wealth, LLC holds 12,170 shares of VFMF stock, worth $1.59 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,170
Previous 14,861 18.11%
Holding current value
$1.59 Million
Previous $1.94 Million 21.34%
% of portfolio
0.1%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$122.86 - $137.9 $330,616 - $371,088
-2,691 Reduced 18.11%
12,170 $1.53 Million
Q4 2024

Jan 16, 2025
BUY
$128.97 - $141.41 $1.92 Million - $2.1 Million
14,861 New
14,861 $1.94 Million

Others Institutions Holding VFMF

# of Institutions
73
Shares Held
1.32M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD US MULT

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