Transform Wealth, LLC Vanguard Total Stock Market Et Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Transform Wealth, LLC holds 3,616 shares of VTI stock, worth $986,517. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,616
Previous 3,696 2.16%
Holding current value
$986,517
Previous $1.07 Million 7.75%
% of portfolio
0.06%
Previous 0.06%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$271.18 - $303.12 $21,694 - $24,249
-80 Reduced 2.16%
3,616 $988,000
Q4 2024

Jan 16, 2025
SELL
$280.04 - $302.45 $3.47 Million - $3.75 Million
-12,396 Reduced 77.03%
3,696 $1.07 Million
Q3 2024

Oct 15, 2024
SELL
$255.18 - $283.2 $733,132 - $813,633
-2,873 Reduced 15.15%
16,092 $4.56 Million
Q2 2024

Jul 15, 2024
SELL
$245.23 - $269.4 $193,241 - $212,287
-788 Reduced 3.99%
18,965 $5.07 Million
Q1 2024

Apr 15, 2024
SELL
$232.77 - $260.14 $364,052 - $406,858
-1,564 Reduced 7.34%
19,753 $5.13 Million
Q4 2023

Jan 18, 2024
SELL
$203.12 - $238.25 $6,296 - $7,385
-31 Reduced 0.15%
21,317 $5.06 Million
Q3 2023

Oct 10, 2023
SELL
$211.41 - $228.35 $3.64 Million - $3.93 Million
-17,210 Reduced 44.63%
21,348 $4.53 Million
Q2 2023

Jul 13, 2023
BUY
$200.75 - $220.28 $14,052 - $15,419
70 Added 0.18%
38,558 $8.49 Million
Q1 2023

Apr 14, 2023
BUY
$189.85 - $210.01 $2.83 Million - $3.13 Million
14,901 Added 63.17%
38,488 $7.86 Million
Q4 2022

Jan 12, 2023
BUY
$179.3 - $204.18 $3.47 Million - $3.95 Million
19,330 Added 454.08%
23,587 $0
Q3 2022

Oct 21, 2022
BUY
$179.47 - $216.24 $717 - $864
4 Added 0.09%
4,257 $764,000
Q2 2022

Jul 15, 2022
BUY
$183.02 - $230.52 $111,276 - $140,156
608 Added 16.68%
4,253 $802,000
Q1 2022

Apr 25, 2022
SELL
$209.9 - $242.97 $36,102 - $41,790
-172 Reduced 4.51%
3,645 $830,000
Q4 2021

Jan 26, 2022
SELL
$221.73 - $242.96 $15,521 - $17,007
-70 Reduced 1.8%
3,817 $922,000
Q3 2021

Oct 15, 2021
SELL
$219.23 - $234.37 $12,496 - $13,359
-57 Reduced 1.45%
3,887 $863,000
Q2 2021

Jul 20, 2021
BUY
$209.28 - $222.82 $69,271 - $73,753
331 Added 9.16%
3,944 $879,000
Q1 2021

Apr 22, 2021
SELL
$191.87 - $208.85 $102,074 - $111,108
-532 Reduced 12.83%
3,613 $747,000
Q4 2020

Jan 20, 2021
SELL
$166.99 - $194.64 $134,593 - $156,879
-806 Reduced 16.28%
4,145 $807,000
Q2 2020

Jul 22, 2020
BUY
$122.96 - $164.1 $9,590 - $12,799
78 Added 1.6%
4,951 $775,000
Q1 2020

Apr 30, 2020
BUY
$111.91 - $172.17 $304,954 - $469,163
2,725 Added 126.86%
4,873 $628,000
Q4 2019

Jan 24, 2020
SELL
$146.61 - $164.29 $43,983 - $49,287
-300 Reduced 12.25%
2,148 $351,000
Q3 2019

Oct 24, 2019
SELL
$150.3 - $153.62 $73,947 - $75,581
-492 Reduced 16.73%
2,448 $370,000
Q2 2019

Jul 30, 2019
BUY
N/A
984 Added 50.31%
2,940 $441,000
Q1 2019

Apr 12, 2019
SELL
N/A
-1,200 Reduced 38.02%
1,956 $283,000
Q2 2018

Aug 03, 2018
SELL
N/A
-280 Reduced 8.15%
3,156 $443,000
Q1 2018

May 03, 2018
SELL
N/A
-424 Reduced 10.98%
3,436 $466,000
Q3 2017

Oct 19, 2017
BUY
N/A
3,860
3,860 $500,000

Others Institutions Holding VTI

# of Institutions
3,416
Shares Held
462M
Call Options Held
1.31M
Put Options Held
1.13M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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