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

Personal Cfo Solutions, LLC

$636 Million
Q2 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

127

Shares Held

2.92M

Call Options Held

0

Put Options Held

0

Mariner, LLC Overland Park, KS

678K
Shares

$76.6 Million
0.15% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$21.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

161K
Shares

$18.1 Million
0.01% of portfolio
Octavia Wealth Advisors, LLC

136K
Shares

$15.3 Million
2.03% of portfolio
Stordahl Capital Management, Inc.

136K
Shares

$15.3 Million
3.72% of portfolio

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
Sector ETFs
Industry ETFs

More about IVOG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.