Clear Perspectives Financial Planning, LLC Vanguard World Fd Esg U S Corp Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 06, 2021	SELL	$71.78 - $75.83 $143,560 - $151,660	-2,000 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$74.44 - $76.34 $148,880 - $152,680	2,000 New	2,000 $152,000

Others Institutions Holding VCEB

# of Institutions

Shares Held

3.24M

Call Options Held

Put Options Held

Vanguard Group Inc Valley Forge, PA

849K
Shares

$53.1 Million
0.0% of portfolio
Banco Bilbao Vizcaya Argentaria, S.A.

260K
Shares

$16.2 Million
0.21% of portfolio
Truist Financial Corp

215K
Shares

$13.5 Million
0.02% of portfolio
Envestnet Asset Management Inc

200K
Shares

$12.5 Million
0.0% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

170K
Shares

$10.7 Million
0.49% of portfolio

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About VANGUARD WORLD FD ESG U S CORP

Ticker VCEB
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