Personal Cfo Solutions, LLC Vanguard Mid Cap ETF Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 1,724 shares of VO stock, worth $474,979. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,724

Previous 1,647 4.68%

Holding current value

$474,979

Previous $398,000 14.07%

% of portfolio

0.06%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$237.84 - $263.83 $18,313 - $20,314	77 Added 4.68%	1,724 $454,000
Q2 2024 Aug 09, 2024	BUY	$234.99 - $248.98 $31,723 - $33,612	135 Added 8.93%	1,647 $398,000
Q1 2024 May 13, 2024	BUY	$225.86 - $249.86 $29,587 - $32,731	131 Added 9.49%	1,512 $377,000
Q4 2023 Feb 13, 2024	BUY	$195.66 - $233.95 $270,206 - $323,084	1,381 New	1,381 $321,000
Q4 2021 Feb 11, 2022	SELL	$236.98 - $261.2 $232,003 - $255,714	-979 Closed	0 $0
Q3 2021 Nov 18, 2021	BUY	$229.88 - $249.8 $12,873 - $13,988	56 Added 6.07%	979 $232,000
Q1 2021 Apr 21, 2021	BUY	$203.74 - $225.89 $188,052 - $208,496	923 New	923 $204,000
Q4 2020 Feb 09, 2021	SELL	$176.14 - $208.21 $277,068 - $327,514	-1,573 Closed	0 $0
Q3 2020 Nov 02, 2020	SELL	$164.39 - $185.0 $13,973 - $15,725	-85 Reduced 5.13%	1,573 $0
Q4 2019 Feb 13, 2020	SELL	$162.13 - $178.73 $16,213 - $17,873	-100 Reduced 5.69%	1,658 $295,000
Q3 2019 Nov 13, 2019	BUY	$166.82 - $169.81 $293,269 - $298,525	1,758 New	1,758 $295,000

Others Institutions Holding VO

# of Institutions

2,089

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Personal Cfo Solutions, LLC Vanguard Mid Cap ETF Transaction History