Transform Wealth, LLC Vanguard Whitehall Fds (Vangua Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Transform Wealth, LLC holds 10,797 shares of VYM stock, worth $1.44 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,797

Previous 7,949 35.83%

Holding current value

$1.44 Million

Previous $1.02 Million 35.13%

% of portfolio

0.08%

Previous 0.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$126.68 - $134.74 $360,784 - $383,739	2,848 Added 35.83%	10,797 $1.38 Million
Q2 2024 Jul 15, 2024	BUY	$114.71 - $121.51 $229 - $243	2 Added 0.03%	7,949 $942,000
Q4 2023 Jan 18, 2024	BUY	$98.71 - $111.84 $1,579 - $1,789	16 Added 0.2%	7,947 $887,000
Q3 2023 Oct 10, 2023	SELL	$103.32 - $110.34 $120,057 - $128,215	-1,162 Reduced 12.78%	7,931 $819,000
Q2 2023 Jul 13, 2023	BUY	$101.36 - $107.68 $72,269 - $76,775	713 Added 8.51%	9,093 $964,000
Q4 2022 Jan 12, 2023	BUY	$96.14 - $113.15 $5,768 - $6,789	60 Added 0.72%	8,380 $0
Q3 2022 Oct 21, 2022	BUY	$94.88 - $110.28 $35,105 - $40,803	370 Added 4.65%	8,320 $789,000
Q3 2021 Oct 15, 2021	SELL	$102.3 - $108.36 $22,199 - $23,514	-217 Reduced 2.66%	7,950 $822,000
Q2 2021 Jul 20, 2021	BUY	$101.6 - $107.95 $254,000 - $269,875	2,500 Added 44.12%	8,167 $856,000
Q1 2021 Apr 22, 2021	SELL	$90.4 - $101.83 $44,115 - $49,693	-488 Reduced 7.93%	5,667 $573,000
Q4 2020 Jan 20, 2021	SELL	$78.88 - $92.1 $215,342 - $251,432	-2,730 Reduced 30.73%	6,155 $563,000
Q3 2020 Oct 21, 2020	BUY	$77.57 - $85.18 $155 - $170	2 Added 0.02%	8,885 $719,000
Q1 2020 Apr 30, 2020	SELL	$60.97 - $94.78 $3,597 - $5,592	-59 Reduced 0.66%	8,883 $628,000
Q3 2019 Oct 24, 2019	SELL	$88.2 - $89.75 $82,555 - $84,006	-936 Reduced 9.48%	8,942 $793,000
Q2 2019 Jul 30, 2019	BUY	N/A	1,798 Added 22.25%	9,878 $864,000
Q4 2017 Feb 08, 2018	SELL	N/A	-162 Reduced 1.97%	8,080 $692,000
Q3 2017 Oct 19, 2017	BUY	N/A	8,242	8,242 $668,000

Others Institutions Holding VYM

# of Institutions

1,931

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Transform Wealth, LLC Vanguard Whitehall Fds (Vangua Transaction History