Personal Cfo Solutions, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$73.57 - $77.31 $441 - $463	6 Added 0.22%	2,718 $208,000
Q4 2022 Feb 14, 2023	BUY	$71.64 - $76.32 $194,287 - $206,979	2,712 New	2,712 $201,000
Q2 2022 Aug 05, 2022	SELL	$75.37 - $81.44 $3,240 - $3,501	-43 Reduced 1.57%	2,694 $209,000
Q1 2022 May 02, 2022	BUY	$81.03 - $87.06 $324 - $348	4 Added 0.15%	2,737 $224,000
Q4 2021 Feb 11, 2022	BUY	$87.51 - $89.66 $6,388 - $6,545	73 Added 2.74%	2,733 $239,000
Q3 2021 Nov 18, 2021	BUY	$89.41 - $91.32 $536 - $547	6 Added 0.23%	2,660 $238,000
Q2 2021 Jul 22, 2021	BUY	$88.27 - $90.15 $970 - $991	11 Added 0.42%	2,654 $239,000
Q1 2021 Apr 21, 2021	BUY	$88.61 - $92.83 $354 - $371	4 Added 0.15%	2,643 $235,000
Q4 2020 Feb 09, 2021	SELL	$92.55 - $93.62 $42,387 - $42,877	-458 Reduced 14.79%	2,639 $0
Q3 2020 Nov 02, 2020	SELL	$93.08 - $94.37 $501,980 - $508,937	-5,393 Reduced 63.52%	3,097 $0
Q2 2020 Aug 03, 2020	BUY	$88.97 - $93.19 $524,834 - $549,727	5,899 Added 227.67%	8,490 $791,000
Q1 2020 Apr 30, 2020	SELL	$83.77 - $92.22 $104,963 - $115,551	-1,253 Reduced 32.6%	2,591 $231,000
Q4 2019 Feb 13, 2020	SELL	$86.78 - $88.73 $1.71 Million - $1.75 Million	-19,723 Reduced 83.69%	3,844 $335,000
Q3 2019 Nov 13, 2019	BUY	$86.72 - $88.11 $2.04 Million - $2.08 Million	23,567 New	23,567 $2.07 Million

Others Institutions Holding BIV

# of Institutions

898

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.27 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$583 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$581 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$555 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$467 Million
0.04% of portfolio

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