Transform Wealth, LLC Vanguard Star Fd Vanguard Tota Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Transform Wealth, LLC holds 12,742 shares of VXUS stock, worth $954,758. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,742
Previous 10,530 21.01%
Holding current value
$954,758
Previous $620,000 28.39%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Apr 15, 2025
BUY
$58.01 - $64.46 $128,318 - $142,585
2,212 Added 21.01%
12,742 $796,000
Q4 2024

Jan 16, 2025
BUY
$58.88 - $64.8 $142,312 - $156,621
2,417 Added 29.79%
10,530 $620,000
Q3 2024

Oct 15, 2024
BUY
$58.03 - $65.37 $153,025 - $172,380
2,637 Added 48.16%
8,113 $525,000
Q2 2024

Jul 15, 2024
BUY
$57.86 - $62.21 $103,742 - $111,542
1,793 Added 48.68%
5,476 $330,000
Q1 2024

Apr 15, 2024
BUY
$55.74 - $60.35 $205,290 - $222,269
3,683 New
3,683 $222,000

Others Institutions Holding VXUS

# of Institutions
1,620
Shares Held
374M
Call Options Held
104K
Put Options Held
132K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

VXUS Quotes by TradingView
  • Ticker VXUS
  • Sector ETFs
  • Industry ETFs
More about VXUS
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