Transform Wealth, LLC Vanguard Whitehall Fds (Vangua Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Transform Wealth, LLC holds 8,947 shares of VYM stock, worth $1.15 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,947
Previous 10,797 17.13%
Holding current value
$1.15 Million
Previous $1.38 Million 17.14%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Apr 15, 2025
SELL
$126.11 - $135.06 $233,303 - $249,861
-1,850 Reduced 17.13%
8,947 $1.14 Million
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
2,001
Shares Held
186M
Call Options Held
2.03M
Put Options Held
311K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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