Transform Wealth, LLC Vanguard Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Vanguard stock. As of the latest transaction made, Transform Wealth, LLC holds 78,941 shares of VGSH stock, worth $4.64 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
78,941
Previous 99,209 20.43%
Holding current value
$4.64 Million
Previous $5.77 Million 19.74%
% of portfolio
0.29%
Previous 0.33%

Shares

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

Apr 15, 2025
SELL
$58.07 - $58.69 $1.18 Million - $1.19 Million
-20,268 Reduced 20.43%
78,941 $4.63 Million
Q4 2024

Jan 16, 2025
BUY
$58.02 - $58.88 $5.76 Million - $5.84 Million
99,209 New
99,209 $5.77 Million

Others Institutions Holding VGSH

# of Institutions
1,062
Shares Held
267M
Call Options Held
3.3K
Put Options Held
0
View Full List

About VANGUARD

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