Personal Cfo Solutions, LLC Vanguard Total Stock Market Et Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 6,739 shares of VTI stock, worth $2 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

6,739

Previous 6,938 2.87%

Holding current value

$2 Million

Previous $1.86 Million 2.86%

% of portfolio

0.27%

Previous 0.29%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$255.18 - $283.2 $50,780 - $56,356	-199 Reduced 2.87%	6,739 $1.91 Million
Q2 2024 Aug 09, 2024	BUY	$245.23 - $269.4 $24,768 - $27,209	101 Added 1.48%	6,938 $1.86 Million
Q1 2024 May 13, 2024	SELL	$232.77 - $260.14 $164,102 - $183,398	-705 Reduced 9.35%	6,837 $1.78 Million
Q4 2023 Feb 13, 2024	BUY	$203.12 - $238.25 $499,675 - $586,095	2,460 Added 48.41%	7,542 $1.79 Million
Q3 2023 Nov 13, 2023	BUY	$211.41 - $228.35 $204,222 - $220,586	966 Added 23.47%	5,082 $1.08 Million
Q2 2023 Aug 10, 2023	BUY	$200.75 - $220.28 $100,776 - $110,580	502 Added 13.89%	4,116 $906,000
Q1 2023 May 09, 2023	SELL	$189.85 - $210.01 $148,652 - $164,437	-783 Reduced 17.81%	3,614 $737,000
Q4 2022 Feb 14, 2023	BUY	$179.3 - $204.18 $471,200 - $536,585	2,628 Added 148.56%	4,397 $840,000
Q3 2022 Nov 01, 2022	BUY	$179.47 - $216.24 $49,533 - $59,682	276 Added 18.49%	1,769 $317,000
Q2 2022 Aug 05, 2022	BUY	$183.02 - $230.52 $26,720 - $33,655	146 Added 10.84%	1,493 $282,000
Q1 2022 May 02, 2022	BUY	$209.9 - $242.97 $22,249 - $25,754	106 Added 8.54%	1,347 $307,000
Q4 2021 Feb 11, 2022	SELL	$221.73 - $242.96 $1,108 - $1,214	-5 Reduced 0.4%	1,241 $300,000
Q3 2021 Nov 18, 2021	SELL	$219.23 - $234.37 $40,996 - $43,827	-187 Reduced 13.05%	1,246 $277,000
Q2 2021 Jul 22, 2021	BUY	$209.28 - $222.82 $9,208 - $9,804	44 Added 3.17%	1,433 $319,000
Q1 2021 Apr 21, 2021	BUY	$191.87 - $208.85 $18,035 - $19,631	94 Added 7.26%	1,389 $287,000
Q2 2020 Aug 03, 2020	BUY	$122.96 - $164.1 $159,233 - $212,509	1,295 New	1,295 $203,000

Others Institutions Holding VTI

# of Institutions

3,045

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Personal Cfo Solutions, LLC Vanguard Total Stock Market Et Transaction History