Personal Cfo Solutions, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$48.03 - $50.5 $383,471 - $403,192	-7,984 Reduced 36.84%	13,689 $658,000
Q2 2023 Aug 10, 2023	BUY	$49.5 - $51.06 $73,062 - $75,364	1,476 Added 7.31%	21,673 $1.09 Million
Q1 2023 May 09, 2023	BUY	$49.32 - $51.02 $32,107 - $33,214	651 Added 3.33%	20,197 $1.02 Million
Q4 2022 Feb 14, 2023	SELL	$47.5 - $50.06 $228,617 - $240,938	-4,813 Reduced 19.76%	19,546 $967,000
Q3 2022 Nov 01, 2022	BUY	$48.11 - $51.14 $34,542 - $36,718	718 Added 3.04%	24,359 $1.17 Million
Q2 2022 Aug 05, 2022	BUY	$49.13 - $51.51 $98,309 - $103,071	2,001 Added 9.25%	23,641 $1.18 Million
Q1 2022 May 02, 2022	SELL	$51.44 - $54.88 $419,956 - $448,040	-8,164 Reduced 27.39%	21,640 $1.12 Million
Q4 2021 Feb 11, 2022	BUY	$54.5 - $55.03 $94,939 - $95,862	1,742 Added 6.21%	29,804 $1.64 Million
Q3 2021 Nov 18, 2021	BUY	$54.77 - $55.59 $2,136 - $2,168	39 Added 0.14%	28,062 $1.54 Million
Q1 2021 Apr 21, 2021	BUY	$54.36 - $55.51 $1,250 - $1,276	23 Added 0.08%	28,023 $1.53 Million
Q3 2019 Nov 13, 2019	BUY	$53.22 - $53.72 $1.49 Million - $1.5 Million	28,000 New	28,000 $1.5 Million

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.78 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.65 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.6 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.6 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.26 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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.