Clear Perspectives Financial Planning, LLC Vanguard Ftse Europe ETF Ftse Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$55.42 - $68.99 $3.87 Million - $4.82 Million	-69,875 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$65.16 - $70.02 $844,408 - $907,389	-12,959 Reduced 15.64%	69,875 $4.77 Million
Q3 2021 Nov 05, 2021	SELL	$65.5 - $70.6 $668,165 - $720,190	-10,201 Reduced 10.96%	82,834 $5.44 Million
Q2 2021 Aug 05, 2021	BUY	$64.01 - $70.36 $5.96 Million - $6.55 Million	93,035 New	93,035 $6.26 Million

Others Institutions Holding VGK

# of Institutions

672

Shares Held

168M

Call Options Held

138K

Put Options Held

1.65M

Jpmorgan Chase & CO New York, NY

33.5M
Shares

$2.26 Billion
0.2% of portfolio
Morgan Stanley New York, NY

15.6M
Shares

$1.05 Billion
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

11.7M
Shares

$790 Million
0.14% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.23M
Shares

$487 Million
0.09% of portfolio
Mather Group, Llc. Chicago, IL

6.01M
Shares

$405 Million
5.52% of portfolio

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