Transform Wealth, LLC Vanguard Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Vanguard stock. As of the latest transaction made, Transform Wealth, LLC holds 99,209 shares of VGSH stock, worth $5.78 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

99,209

Holding current value

$5.78 Million

% of portfolio

0.33%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$58.02 - $58.88 $5.76 Million - $5.84 Million	99,209 New	99,209 $5.77 Million

Others Institutions Holding VGSH

# of Institutions

931

Shares Held

232M

Call Options Held

21.5K

Put Options Held

32.6K

Morgan Stanley New York, NY

20.6M
Shares

$1.2 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

14.3M
Shares

$831 Million
0.07% of portfolio
Orgel Wealth Management, LLC

7.41M
Shares

$432 Million
11.67% of portfolio
Goldman Sachs Group Inc New York, NY

6.72M
Shares

$391 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.59M
Shares

$384 Million
0.03% of portfolio

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
Industry ETFs

More about VGSH

Track This Portfolio

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.

Account

Transform Wealth, LLC Vanguard Transaction History