Clear Perspectives Financial Planning, LLC Vanguard Intermediate Term Tre Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$62.43 - $66.15 $9,364 - $9,922	-150 Reduced 85.71%	25 $2,000
Q4 2021 Feb 09, 2022	SELL	$66.4 - $67.68 $6,640 - $6,768	-100 Reduced 36.36%	175 $12,000
Q3 2021 Nov 05, 2021	SELL	$67.44 - $68.68 $18,748 - $19,093	-278 Reduced 50.27%	275 $19,000
Q2 2021 Aug 05, 2021	SELL	$67.21 - $68.13 $2,688 - $2,725	-40 Reduced 6.75%	553 $37,000
Q1 2021 May 06, 2021	SELL	$67.23 - $69.45 $7.47 Million - $7.71 Million	-111,055 Reduced 99.47%	593 $40,000
Q4 2020 Feb 01, 2021	BUY	$69.32 - $70.41 $7.74 Million - $7.86 Million	111,648 New	111,648 $7.75 Million

Others Institutions Holding VGIT

# of Institutions

753

Shares Held

385M

Call Options Held

26.7K

Put Options Held

12K

Jpmorgan Chase & CO New York, NY

71.7M
Shares

$4.12 Billion
0.35% of portfolio
Bank Of America Corp Charlotte, NC

50.9M
Shares

$2.93 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.24 Billion
11.23% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$1.2 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.8M
Shares

$908 Million
3.23% of portfolio

View Full List

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