Personal Cfo Solutions, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 22,208 shares of VOO stock, worth $12.3 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

22,208

Previous 18,405 20.66%

Holding current value

$12.3 Million

Previous $9.2 Million 27.31%

% of portfolio

1.67%

Previous 1.45%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$475.2 - $527.7 $1.81 Million - $2.01 Million	3,803 Added 20.66%	22,208 $11.7 Million
Q2 2024 Aug 09, 2024	BUY	$455.1 - $504.28 $447,363 - $495,707	983 Added 5.64%	18,405 $9.2 Million
Q1 2024 May 13, 2024	SELL	$429.43 - $481.35 $906,956 - $1.02 Million	-2,112 Reduced 10.81%	17,422 $8.37 Million
Q4 2023 Feb 13, 2024	BUY	$377.32 - $438.19 $622,578 - $723,013	1,650 Added 9.23%	19,534 $8.53 Million
Q3 2023 Nov 13, 2023	SELL	$392.7 - $420.68 $148,440 - $159,017	-378 Reduced 2.07%	17,884 $7.02 Million
Q2 2023 Aug 10, 2023	BUY	$371.44 - $407.28 $746,594 - $818,632	2,010 Added 12.37%	18,262 $7.44 Million
Q1 2023 May 09, 2023	BUY	$348.66 - $382.94 $1.22 Million - $1.34 Million	3,488 Added 27.33%	16,252 $6.11 Million
Q4 2022 Feb 14, 2023	BUY	$327.64 - $374.54 $1.01 Million - $1.16 Million	3,091 Added 31.95%	12,764 $4.48 Million
Q3 2022 Nov 01, 2022	BUY	$328.3 - $395.04 $349,967 - $421,112	1,066 Added 12.39%	9,673 $3.18 Million
Q2 2022 Aug 05, 2022	BUY	$337.07 - $419.85 $272,015 - $338,818	807 Added 10.35%	8,607 $2.99 Million
Q1 2022 May 02, 2022	BUY	$382.7 - $439.25 $637,578 - $731,790	1,666 Added 27.16%	7,800 $3.24 Million
Q4 2021 Feb 11, 2022	BUY	$394.21 - $439.01 $1.99 Million - $2.22 Million	5,055 Added 468.49%	6,134 $2.68 Million
Q3 2021 Nov 18, 2021	SELL	$390.68 - $416.73 $157,444 - $167,942	-403 Reduced 27.19%	1,079 $426,000
Q2 2021 Jul 22, 2021	BUY	$368.16 - $394.32 $2,208 - $2,365	6 Added 0.41%	1,482 $583,000
Q1 2021 Apr 21, 2021	BUY	$339.03 - $365.24 $5,763 - $6,209	17 Added 1.17%	1,476 $538,000
Q4 2020 Feb 09, 2021	SELL	$299.82 - $343.69 $6,596 - $7,561	-22 Reduced 1.49%	1,459 $501,000
Q3 2020 Nov 02, 2020	BUY	$285.37 - $328.74 $9,131 - $10,519	32 Added 2.21%	1,481 $0
Q1 2020 Apr 30, 2020	BUY	$204.27 - $310.92 $30,640 - $46,638	150 Added 11.55%	1,449 $343,000
Q4 2019 Feb 13, 2020	BUY	$264.57 - $296.67 $52,914 - $59,334	200 Added 18.2%	1,299 $384,000
Q3 2019 Nov 13, 2019	BUY	$260.57 - $277.38 $286,366 - $304,840	1,099 New	1,099 $300,000

Others Institutions Holding VOO

# of Institutions

3,264

Shares Held

406M

Call Options Held

2.08M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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.

Account

Personal Cfo Solutions, LLC Vanguard Index Fds S&P 500 ETF Transaction History