Transform Wealth, LLC Vanguard Mid Cap ETF Transaction History

Transform Wealth, LLC

  • $1.31 Billion
  • Q2 2024

A detailed history of Transform Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 1,587 shares of VO stock, worth $399,828. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,587
Previous 1,547 2.59%
Holding current value
$399,828
Previous $386,000 0.52%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jul 15, 2024
BUY
$234.99 - $248.98 $9,399 - $9,959
40 Added 2.59%
1,587 $384,000
Q1 2024

Apr 15, 2024
SELL
$225.86 - $249.86 $6,775 - $7,495
-30 Reduced 1.9%
1,547 $386,000
Q4 2023

Jan 18, 2024
SELL
$195.66 - $233.95 $18,196 - $21,757
-93 Reduced 5.57%
1,577 $366,000
Q3 2023

Oct 10, 2023
SELL
$206.6 - $228.23 $234,697 - $259,269
-1,136 Reduced 40.48%
1,670 $347,000
Q2 2023

Jul 13, 2023
SELL
$203.43 - $220.16 $88,898 - $96,209
-437 Reduced 13.48%
2,806 $617,000
Q1 2023

Apr 14, 2023
BUY
$200.2 - $225.98 $231,431 - $261,232
1,156 Added 55.39%
3,243 $684,000
Q4 2022

Jan 12, 2023
BUY
$199.06 - $217.26 $415,438 - $453,421
2,087 New
2,087 $0

Others Institutions Holding VO

# of Institutions
2,014
Shares Held
171M
Call Options Held
58.4K
Put Options Held
26K
View Full List

About VANGUARD MID-CAP ETF

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