Personal Cfo Solutions, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Personal Cfo Solutions, LLC

$482 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 30, 2020	SELL	$46.42 - $76.49 $83,556 - $137,682	-1,800 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$69.24 - $70.76 $124,631 - $127,368	1,800 New	1,800 $251,000

Others Institutions Holding IVOG

# of Institutions

164

Shares Held

3.56M

Call Options Held

0

Put Options Held

0

Vantagepoint Investment Advisers LLC

1.6M
Shares

$191 Million
1.62% of portfolio
Mariner, LLC Overland Park, KS

692K
Shares

$82.6 Million
0.12% of portfolio
Raymond James Financial Inc St. Petersburg, FL

195K
Shares

$23.2 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$22.6 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

180K
Shares

$21.4 Million
0.01% of portfolio

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
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