Transform Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

A detailed history of Transform Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 2,283 shares of VOO stock, worth $1.25 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,283

Previous 2,399 4.84%

Holding current value

$1.25 Million

Previous $1.2 Million 0.42%

% of portfolio

0.08%

Previous 0.09%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$475.2 - $527.7 $55,123 - $61,213	-116 Reduced 4.84%	2,283 $1.2 Million
Q2 2024 Jul 15, 2024	BUY	$455.1 - $504.28 $304,461 - $337,363	669 Added 38.67%	2,399 $1.2 Million
Q1 2024 Apr 15, 2024	BUY	$429.43 - $481.35 $15,888 - $17,809	37 Added 2.19%	1,730 $831,000
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $69,426 - $80,626	184 Added 12.19%	1,693 $739,000
Q3 2023 Oct 10, 2023	BUY	$392.7 - $420.68 $5,105 - $5,468	13 Added 0.87%	1,509 $592,000
Q2 2023 Jul 13, 2023	SELL	$371.44 - $407.28 $25,257 - $27,695	-68 Reduced 4.35%	1,496 $609,000
Q1 2023 Apr 14, 2023	BUY	$348.66 - $382.94 $23,360 - $25,656	67 Added 4.48%	1,564 $588,000
Q4 2022 Jan 12, 2023	SELL	$327.64 - $374.54 $20,641 - $23,596	-63 Reduced 4.04%	1,497 $0
Q3 2022 Oct 21, 2022	SELL	$328.3 - $395.04 $15,101 - $18,171	-46 Reduced 2.86%	1,560 $514,000
Q2 2022 Jul 15, 2022	SELL	$337.07 - $419.85 $9.29 Million - $11.6 Million	-27,574 Reduced 94.5%	1,606 $559,000
Q1 2022 Apr 25, 2022	SELL	$382.7 - $439.25 $742,055 - $851,705	-1,939 Reduced 6.23%	29,180 $12.1 Million
Q4 2021 Jan 26, 2022	SELL	$394.21 - $439.01 $1.99 Million - $2.22 Million	-5,058 Reduced 13.98%	31,119 $13.6 Million
Q3 2021 Oct 15, 2021	BUY	$390.68 - $416.73 $12.1 Million - $13 Million	31,094 Added 611.73%	36,177 $14.3 Million
Q2 2021 Jul 20, 2021	SELL	$368.16 - $394.32 $9,204 - $9,858	-25 Reduced 0.49%	5,083 $2 Million
Q1 2021 Apr 22, 2021	BUY	$339.03 - $365.24 $11,527 - $12,418	34 Added 0.67%	5,108 $1.86 Million
Q4 2020 Jan 20, 2021	BUY	$299.82 - $343.69 $13,192 - $15,122	44 Added 0.87%	5,074 $1.74 Million
Q3 2020 Oct 21, 2020	SELL	$285.37 - $328.74 $318,187 - $366,545	-1,115 Reduced 18.14%	5,030 $1.55 Million
Q2 2020 Jul 22, 2020	SELL	$226.15 - $297.17 $1.5 Million - $1.97 Million	-6,643 Reduced 51.95%	6,145 $1.74 Million
Q1 2020 Apr 30, 2020	SELL	$204.27 - $310.92 $20.3 Million - $30.9 Million	-99,428 Reduced 88.6%	12,788 $3.03 Million
Q4 2019 Jan 24, 2020	SELL	$264.57 - $296.67 $1.72 Million - $1.92 Million	-6,483 Reduced 5.46%	112,216 $33.2 Million
Q3 2019 Oct 24, 2019	BUY	$260.57 - $277.38 $16.8 Million - $17.9 Million	64,406 Added 118.63%	118,699 $32.4 Million
Q2 2019 Jul 30, 2019	BUY	$252.12 - $271.73 $13.7 Million - $14.8 Million	54,293 New	54,293 $14.6 Million

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.

Account

Transform Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History