Transform Wealth, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 20, 2021	SELL	$50.96 - $55.14 $561,324 - $607,367	-11,015 Closed	0 $0
Q1 2021 Apr 22, 2021	SELL	$50.34 - $56.49 $12,383 - $13,896	-246 Reduced 2.18%	11,015 $573,000
Q4 2020 Jan 20, 2021	BUY	$43.14 - $50.24 $485,799 - $565,752	11,261 New	11,261 $564,000
Q2 2020 Jul 22, 2020	SELL	$32.36 - $40.59 $202,444 - $253,931	-6,256 Closed	0 $0
Q1 2020 Apr 30, 2020	SELL	$30.46 - $45.91 $160,006 - $241,165	-5,253 Reduced 45.64%	6,256 $210,000
Q4 2019 Jan 24, 2020	BUY	$39.79 - $44.7 $242,042 - $271,910	6,083 Added 112.11%	11,509 $512,000
Q3 2019 Oct 24, 2019	SELL	$39.0 - $43.14 $163,332 - $180,670	-4,188 Reduced 43.56%	5,426 $218,000
Q2 2019 Jul 30, 2019	BUY	$39.79 - $44.01 $382,541 - $423,112	9,614 New	9,614 $409,000

Others Institutions Holding VWO

# of Institutions

2,222

Shares Held

1.28B

Call Options Held

1.31M

Put Options Held

1.74M

Bank Of America Corp Charlotte, NC

96.3M
Shares

$4.57 Billion
0.38% of portfolio
Vanguard Group Inc Valley Forge, PA

61.8M
Shares

$2.93 Billion
0.05% of portfolio
Betterment LLC New York, NY

58.6M
Shares

$2.78 Billion
6.65% of portfolio
Northwestern Mutual Wealth Management CO

58.2M
Shares

$2.76 Billion
2.52% of portfolio
Morgan Stanley New York, NY

45.1M
Shares

$2.14 Billion
0.16% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

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