Transform Wealth, LLC Vanguard Specialized Funds Van Transaction History

Transform Wealth, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$82.58 - $89.12 $2.59 Million - $2.79 Million	-31,318 Reduced 81.73%	7,001 $605,000
Q4 2023 Jan 18, 2024	BUY	$71.05 - $89.54 $2.72 Million - $3.43 Million	38,319 New	38,319 $3.39 Million
Q1 2021 Apr 22, 2021	SELL	N/A	-24,102 Closed	0 $0
Q4 2020 Jan 20, 2021	BUY	N/A	24,102 New	24,102 $2.05 Million
Q2 2020 Jul 22, 2020	SELL	N/A	-4,152 Closed	0 $0

Q1 2020 Apr 30, 2020	BUY	N/A	4,152 New	4,152 $290,000
Q1 2018 May 03, 2018	SELL	N/A	-13,617 Closed	0 $0
Q3 2017 Oct 19, 2017	BUY	N/A	13,617	13,617 $1.13 Million

1,745

246M

2.87M

2.64M

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.