Transform Wealth, LLC Vanguard Mid Cap ETF Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 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 1,549 shares of VO stock, worth $398,278. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,549

Previous 1,548 0.06%

Holding current value

$398,278

Previous $408,000 0.25%

% of portfolio

0.02%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$261.5 - $284.63 $261 - $284	1 Added 0.06%	1,549 $409,000
Q3 2024 Oct 15, 2024	SELL	$237.84 - $263.83 $9,275 - $10,289	-39 Reduced 2.46%	1,548 $408,000
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	$186.57 - $217.26 $389,371 - $453,421	2,087 New	2,087 $0

Others Institutions Holding VO

# of Institutions

2,308

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

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About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Transform Wealth, LLC Vanguard Mid Cap ETF Transaction History