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 5,476 shares of VXUS stock, worth $340,990. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,476
Previous 3,683 48.68%
Holding current value
$340,990
Previous $222,000 48.65%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD STAR FD VANGUARD TOTA


  • Ticker VXUS
  • Sector ETFs
  • Industry ETFs
More about VXUS
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.