Transform Wealth, LLC Vanguard Value ETF Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 3,066 shares of VTV stock, worth $573,801. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,066

Previous 3,026 1.32%

Holding current value

$573,801

Previous $512,000 2.15%

% of portfolio

0.03%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$167.73 - $179.21 $6,709 - $7,168	40 Added 1.32%	3,066 $523,000
Q4 2024 Jan 16, 2025	BUY	$168.32 - $181.87 $247,935 - $267,894	1,473 Added 94.85%	3,026 $512,000
Q3 2024 Oct 15, 2024	SELL	$159.75 - $174.57 $9,105 - $9,950	-57 Reduced 3.54%	1,553 $271,000
Q2 2024 Jul 15, 2024	SELL	$154.57 - $163.65 $14,220 - $15,055	-92 Reduced 5.41%	1,610 $258,000
Q1 2024 Apr 15, 2024	BUY	$147.46 - $162.86 $250,976 - $277,187	1,702 New	1,702 $277,000

Others Institutions Holding VTV

# of Institutions

2,753

Shares Held

586M

Call Options Held

159K

Put Options Held

38.8K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Transform Wealth, LLC Vanguard Value ETF Transaction History