A detailed history of Personal Cfo Solutions, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 2,309 shares of VV stock, worth $635,690. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,309
Previous 2,289 0.87%
Holding current value
$635,690
Previous $571,000 6.3%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$236.92 - $263.4 $4,738 - $5,268
20 Added 0.87%
2,309 $607,000
Q1 2024

May 13, 2024

SELL
$214.62 - $240.49 $643 - $721
-3 Reduced 0.13%
2,289 $548,000
Q4 2023

Feb 13, 2024

BUY
$188.0 - $219.17 $46,248 - $53,915
246 Added 12.02%
2,292 $499,000
Q4 2022

Feb 14, 2023

SELL
$162.98 - $185.93 $7,334 - $8,366
-45 Reduced 2.15%
2,046 $356,000
Q3 2022

Nov 01, 2022

BUY
$163.56 - $196.95 $1,144 - $1,378
7 Added 0.34%
2,091 $342,000
Q4 2021

Feb 11, 2022

SELL
$200.26 - $221.75 $225,292 - $249,468
-1,125 Reduced 35.06%
2,084 $461,000
Q4 2020

Feb 09, 2021

SELL
$152.54 - $175.74 $179,234 - $206,494
-1,175 Reduced 26.8%
3,209 $0
Q3 2020

Nov 02, 2020

SELL
$144.11 - $166.66 $94,968 - $109,828
-659 Reduced 13.07%
4,384 $1,000
Q2 2020

Aug 03, 2020

SELL
$113.24 - $149.5 $103,954 - $137,241
-918 Reduced 15.4%
5,043 $721,000
Q1 2020

Apr 30, 2020

BUY
$102.61 - $156.13 $9,337 - $14,207
91 Added 1.55%
5,961 $706,000
Q4 2019

Feb 13, 2020

SELL
$132.26 - $148.31 $84,117 - $94,325
-636 Reduced 9.78%
5,870 $868,000
Q3 2019

Nov 13, 2019

BUY
$135.59 - $138.25 $882,148 - $899,454
6,506 New
6,506 $887,000

Others Institutions Holding VV

About VANGUARD LARGE-CAP ETF


  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, LLC and customize your updates to receive the information that matters most to you.

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.