Transform Wealth, LLC Vanguard Mid Cap ETF Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 1,504 shares of VO stock, worth $370,901. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,504
Previous 1,549
2.91%
Holding current value
$370,901
Previous $409,000
5.62%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding VO
# of Institutions
2,325Shares Held
189MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.52 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.3 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.08 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$1.99 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.89 Billion0.15% of portfolio