Personal Cfo Solutions, LLC Vanguard S&P Small Cap 600 Gro Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Vanguard S&P Small Cap 600 Gro stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 11,627 shares of VIOG stock, worth $1.37 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

11,627

Previous 13,669 14.94%

Holding current value

$1.37 Million

Previous $1.51 Million 7.57%

% of portfolio

0.2%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$109.24 - $121.48 $223,068 - $248,062	-2,042 Reduced 14.94%	11,627 $1.39 Million
Q2 2024 Aug 09, 2024	BUY	$104.57 - $113.61 $1.43 Million - $1.55 Million	13,669 New	13,669 $1.51 Million
Q4 2023 Feb 13, 2024	BUY	$88.58 - $109.44 $86,896 - $107,360	981 Added 3.37%	30,118 $3.24 Million
Q3 2023 Nov 13, 2023	BUY	$93.72 - $104.07 $56,044 - $62,233	598 Added 2.1%	29,137 $2.75 Million
Q2 2023 Aug 10, 2023	BUY	$89.77 - $99.21 $57,991 - $64,089	646 Added 2.32%	28,539 $2.83 Million
Q1 2023 May 09, 2023	BUY	$91.22 - $207.34 $1.31 Million - $2.98 Million	14,378 Added 106.39%	27,893 $2.64 Million
Q4 2022 Feb 14, 2023	BUY	$88.74 - $201.72 $112,256 - $255,175	1,265 Added 10.33%	13,515 $2.52 Million
Q3 2022 Nov 01, 2022	BUY	$87.19 - $106.12 $17,612 - $21,436	202 Added 1.68%	12,250 $2.15 Million
Q2 2022 Aug 05, 2022	BUY	$87.36 - $108.94 $1.05 Million - $1.31 Million	12,048 New	12,048 $2.18 Million

Others Institutions Holding VIOG

# of Institutions

161

Shares Held

3.02M

Call Options Held

2.9K

Put Options Held

200

View Full List

About VANGUARD S&P SMALL CAP 600 GRO

Ticker VIOG
Sector ETFs
Industry ETFs

More about VIOG

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.

Account

Personal Cfo Solutions, LLC Vanguard S&P Small Cap 600 Gro Transaction History