Ownership history in Transform Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in VANECK VECTORS ETF TR (ANGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 64,634 | -14,894 | -18.7% | 0.10% | $1.9M | $26.66 |
| 2024 Q3 | REDUCED | 79,528 | -378,444 | -82.6% | 0.15% | $2.3M | $26.78 |
| 2024 Q1 | REDUCED | 457,972 | -33,025 | -6.7% | 1.26% | $13.3M | $25.59 |
| 2023 Q4 | ADDED | 490,997 | +465,841 | +1851.8% | 1.38% | $14.1M | $25.13 |
| 2021 Q3 | REDUCED | 25,156 | -1,932 | -7.1% | 0.10% | $831K | $25.80 |
| 2021 Q2 | REDUCED | 27,088 | -570 | -2.1% | 0.11% | $891K | $25.44 |
| 2021 Q1 | ADDED | 27,658 | +389 | +1.4% | 0.18% | $883K | $24.42 |
| 2020 Q4 | INITIATED | 27,269 | — | — | 0.18% | $875K | $24.38 |
As of 2025 Q4 — sorted by position size