Transform Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Transform Wealth’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$389K	Sell
2024 Q4	$409K	Buy
2024 Q3	$408K	Sell
2024 Q2	$386K	Buy
2024 Q1	$387K	Sell
2023 Q4	$367K	Sell
2023 Q3	$348K	Sell
2023 Q2	$618K	Sell
2023 Q1	$684K	Buy
2022 Q4	$425K	Buy