Clear Perspectives Financial Planning, LLC Vanguard Small Cap ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,280 shares of VB stock, worth $319,756. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,280

Previous 1,237 3.48%

Holding current value

$319,756

Previous $227,000 6.61%

% of portfolio

0.14%

Previous 0.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$179.51 - $208.76 $7,718 - $8,976	43 Added 3.48%	1,280 $242,000
Q4 2022 Feb 13, 2023	SELL	$172.82 - $196.57 $518 - $589	-3 Reduced 0.24%	1,237 $227,000
Q3 2022 Nov 09, 2022	SELL	$170.45 - $206.62 $33,919 - $41,117	-199 Reduced 13.83%	1,240 $212,000
Q2 2022 Aug 11, 2022	SELL	$170.7 - $214.67 $62,817 - $78,998	-368 Reduced 20.37%	1,439 $253,000
Q1 2022 May 12, 2022	SELL	$198.73 - $227.97 $25,636 - $29,408	-129 Reduced 6.66%	1,807 $384,000

Q4 2021 Feb 09, 2022	SELL	$215.13 - $239.37 $10,756 - $11,968	-50 Reduced 2.52%	1,936 $438,000
Q3 2021 Nov 05, 2021	BUY	$211.9 - $229.42 $16,528 - $17,894	78 Added 4.09%	1,986 $434,000
Q2 2021 Aug 05, 2021	BUY	$211.77 - $228.05 $22,024 - $23,717	104 Added 5.76%	1,908 $430,000
Q1 2021 May 06, 2021	SELL	$191.53 - $223.48 $13,215 - $15,420	-69 Reduced 3.68%	1,804 $386,000
Q4 2020 Feb 01, 2021	BUY	$156.0 - $196.91 $292,188 - $368,812	1,873 New	1,873 $365,000

Others Institutions Holding VB

# of Institutions

2,482

Shares Held

164M

Call Options Held

68.3K

Put Options Held

26.1K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Clear Perspectives Financial Planning, LLC Vanguard Small Cap ETF Transaction History