Personal Cfo Solutions, LLC Vanguard Whitehall Fds (Vangua Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 37,068 shares of VYM stock, worth $4.94 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

37,068

Previous 37,012 0.15%

Holding current value

$4.94 Million

Previous $4.39 Million 8.27%

% of portfolio

0.68%

Previous 0.69%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$117.9 - $128.2 $6,602 - $7,179	56 Added 0.15%	37,068 $4.75 Million
Q2 2024 Aug 09, 2024	BUY	$114.71 - $121.51 $21,450 - $22,722	187 Added 0.51%	37,012 $4.39 Million
Q1 2024 May 13, 2024	SELL	$109.98 - $120.99 $26,285 - $28,916	-239 Reduced 0.64%	36,825 $4.46 Million
Q4 2023 Feb 13, 2024	BUY	$98.71 - $111.84 $10,561 - $11,966	107 Added 0.29%	37,064 $4.14 Million
Q3 2023 Nov 13, 2023	BUY	$103.32 - $110.34 $9,505 - $10,151	92 Added 0.25%	36,957 $3.82 Million
Q2 2023 Aug 10, 2023	BUY	$101.36 - $107.68 $13,176 - $13,998	130 Added 0.35%	36,865 $3.91 Million
Q1 2023 May 09, 2023	BUY	$100.82 - $111.44 $87,915 - $97,175	872 Added 2.43%	36,735 $3.88 Million
Q4 2022 Feb 14, 2023	BUY	$96.14 - $113.15 $34,321 - $40,394	357 Added 1.01%	35,863 $3.88 Million
Q3 2022 Nov 01, 2022	BUY	$94.88 - $110.28 $296,500 - $344,625	3,125 Added 9.65%	35,506 $3.37 Million
Q2 2022 Aug 05, 2022	BUY	$99.2 - $114.57 $438,067 - $505,941	4,416 Added 15.79%	32,381 $3.29 Million
Q1 2022 May 02, 2022	BUY	$107.24 - $115.01 $381,774 - $409,435	3,560 Added 14.59%	27,965 $3.14 Million
Q4 2021 Feb 11, 2022	SELL	$104.33 - $112.16 $50,182 - $53,948	-481 Reduced 1.93%	24,405 $2.74 Million
Q3 2021 Nov 18, 2021	BUY	$102.3 - $108.36 $32,224 - $34,133	315 Added 1.28%	24,886 $2.57 Million
Q2 2021 Jul 22, 2021	BUY	$101.6 - $107.95 $13,817 - $14,681	136 Added 0.56%	24,571 $2.57 Million
Q1 2021 Apr 21, 2021	SELL	$90.4 - $101.83 $3,525 - $3,971	-39 Reduced 0.16%	24,435 $2.47 Million
Q4 2020 Feb 09, 2021	BUY	$78.88 - $92.1 $10,648 - $12,433	135 Added 0.55%	24,474 $0
Q3 2020 Nov 02, 2020	BUY	$77.57 - $85.18 $196,562 - $215,846	2,534 Added 11.62%	24,339 $2,000
Q2 2020 Aug 03, 2020	SELL	$67.79 - $86.78 $1.04 Million - $1.34 Million	-15,415 Reduced 41.42%	21,805 $1.72 Million
Q1 2020 Apr 30, 2020	BUY	$60.97 - $94.78 $110,538 - $171,836	1,813 Added 5.12%	37,220 $2.63 Million
Q4 2019 Feb 13, 2020	BUY	$85.84 - $94.47 $1.27 Million - $1.4 Million	14,851 Added 72.25%	35,407 $3.34 Million
Q3 2019 Nov 13, 2019	BUY	$88.2 - $89.75 $1.81 Million - $1.84 Million	20,556 New	20,556 $1.82 Million

Others Institutions Holding VYM

# of Institutions

1,856

Shares Held

189M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Personal Cfo Solutions, LLC Vanguard Whitehall Fds (Vangua Transaction History