Personal Cfo Solutions, LLC Vanguard Growth ETF Transaction History
Personal Cfo Solutions, LLC
- $482 Million
- Q1 2025
A detailed history of Personal Cfo Solutions, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 1,779 shares of VUG stock, worth $857,566. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,779
              Previous 1,054
              
        
           68.79%
        
      
          
        Holding current value
$857,566
            Previous $432,000
            
        
           52.55%
        
      
          
        % of portfolio
0.14%
            Previous 0.09%
          
        Shares
	  5 transactions
	
  Others Institutions Holding VUG
# of Institutions
2,832Shares Held
283MCall Options Held
352KPut Options Held
473K- 
    
      Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
- 
    
      Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
- 
    
      Morgan Stanley New York, NY14.6MShares$7.02 Billion0.43% of portfolio
- 
    
      Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.43 Billion0.3% of portfolio
- 
    
      Envestnet Asset Management Inc8.13MShares$3.92 Billion1.09% of portfolio