Clear Perspectives Financial Planning, LLC Vanguard Mega Cap Growth ETF Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 25,381 shares of MGK stock, worth $8.19 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
25,381
Previous 9,282 173.44%
Holding current value
$8.19 Million
Previous $1.6 Million 224.98%
% of portfolio
2.91%
Previous 0.85%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
BUY
$168.7 - $204.51 $2.72 Million - $3.29 Million
16,099 Added 173.44%
25,381 $5.19 Million
Q4 2022

Feb 13, 2023
SELL
$167.59 - $189.31 $26,814 - $30,289
-160 Reduced 1.69%
9,282 $1.6 Million
Q3 2022

Nov 09, 2022
SELL
$174.29 - $217.45 $194,856 - $243,109
-1,118 Reduced 10.59%
9,442 $1.65 Million
Q2 2022

Aug 11, 2022
SELL
$175.67 - $240.27 $1.3 Million - $1.78 Million
-7,408 Reduced 41.23%
10,560 $1.92 Million
Q1 2022

May 12, 2022
SELL
$207.26 - $263.47 $414,312 - $526,676
-1,999 Reduced 10.01%
17,968 $4.23 Million
Q4 2021

Feb 09, 2022
BUY
$232.18 - $264.33 $626,189 - $712,898
2,697 Added 15.62%
19,967 $5.21 Million
Q3 2021

Nov 05, 2021
BUY
$232.11 - $250.4 $973,469 - $1.05 Million
4,194 Added 32.07%
17,270 $4.06 Million
Q2 2021

Aug 05, 2021
BUY
$208.42 - $231.69 $147,769 - $164,268
709 Added 5.73%
13,076 $3.03 Million
Q1 2021

May 06, 2021
SELL
$195.08 - $215.19 $2.43 Million - $2.68 Million
-12,447 Reduced 50.16%
12,367 $2.56 Million
Q4 2020

Feb 01, 2021
BUY
$179.05 - $203.91 $4.44 Million - $5.06 Million
24,814 New
24,814 $5.06 Million

Others Institutions Holding MGK

# of Institutions
776
Shares Held
35.2M
Call Options Held
62.5K
Put Options Held
112K
View Full List

About VANGUARD MEGA CAP GROWTH ETF

MGK Quotes by TradingView
  • Ticker MGK
  • Sector ETFs
  • Industry ETFs
More about MGK
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