Personal Cfo Solutions, LLC Vanguard Small Cap ETF Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 1,424 shares of VB stock, worth $358,577. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,424

Previous 1,317 8.12%

Holding current value

$358,577

Previous $287,000 17.42%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$214.77 - $237.72 $22,980 - $25,436	107 Added 8.12%	1,424 $337,000
Q2 2024 Aug 09, 2024	BUY	$210.76 - $226.94 $30,349 - $32,679	144 Added 12.28%	1,317 $287,000
Q1 2024 May 13, 2024	BUY	$204.0 - $228.59 $239,292 - $268,136	1,173 New	1,173 $268,000
Q2 2022 Aug 05, 2022	SELL	$170.7 - $214.67 $253,148 - $318,355	-1,483 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$198.73 - $227.97 $53,060 - $60,867	267 Added 21.96%	1,483 $315,000
Q4 2021 Feb 11, 2022	BUY	$215.13 - $239.37 $261,598 - $291,073	1,216 New	1,216 $275,000
Q2 2020 Aug 03, 2020	SELL	$106.26 - $156.76 $234,197 - $345,499	-2,204 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$149.04 - $166.74 $48,587 - $54,357	-326 Reduced 12.89%	2,204 $365,000
Q3 2019 Nov 13, 2019	BUY	$153.32 - $158.01 $387,899 - $399,765	2,530 New	2,530 $389,000

Others Institutions Holding VB

# of Institutions

2,144

Shares Held

151M

Call Options Held

102K

Put Options Held

107K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Personal Cfo Solutions, LLC Vanguard Small Cap ETF Transaction History