Transform Wealth, LLC Vanguard Value ETF Transaction History

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 2024

A detailed history of Transform Wealth, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 1,553 shares of VTV stock, worth $281,496. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,553
Previous 1,610 3.54%
Holding current value
$281,496
Previous $258,000 5.04%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,292
Shares Held
536M
Call Options Held
248K
Put Options Held
266K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Transform Wealth, LLC Portfolio

Follow Transform Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email