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

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

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

138

Shares Held

2.95M

Call Options Held

0

Put Options Held

0

Mariner, LLC Overland Park, KS

688K
Shares

$84.8 Million
0.14% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$23.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

173K
Shares

$21.4 Million
0.01% of portfolio
Octavia Wealth Advisors, LLC

145K
Shares

$17.9 Million
2.07% of portfolio
Stordahl Capital Management, Inc.

139K
Shares

$17.2 Million
3.78% of portfolio

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
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