Clear Perspectives Financial Planning, LLC Vanguard Mid 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 Mid Cap ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 631 shares of VO stock, worth $165,732. This represents 0.07% of its overall portfolio holdings.

Number of Shares

631

Previous 661 4.54%

Holding current value

$165,732

Previous $134,000 0.75%

% of portfolio

0.07%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$200.2 - $225.98 $6,006 - $6,779	-30 Reduced 4.54%	631 $133,000
Q4 2022 Feb 13, 2023	SELL	$186.57 - $217.26 $13,059 - $15,208	-70 Reduced 9.58%	661 $134,000
Q3 2022 Nov 09, 2022	SELL	$187.98 - $227.42 $2,443 - $2,956	-13 Reduced 1.75%	731 $137,000
Q2 2022 Aug 11, 2022	SELL	$190.36 - $240.41 $44,163 - $55,775	-232 Reduced 23.77%	744 $147,000
Q1 2022 May 12, 2022	SELL	$219.86 - $253.39 $21,986 - $25,339	-100 Reduced 9.29%	976 $232,000
Q4 2021 Feb 09, 2022	SELL	$236.98 - $261.2 $74,885 - $82,539	-316 Reduced 22.7%	1,076 $274,000
Q3 2021 Nov 05, 2021	BUY	$229.88 - $249.8 $16,091 - $17,486	70 Added 5.3%	1,392 $330,000
Q1 2021 May 06, 2021	BUY	$203.74 - $225.89 $24,652 - $27,332	121 Added 10.07%	1,322 $293,000
Q4 2020 Feb 01, 2021	BUY	$176.14 - $208.21 $211,544 - $250,060	1,201 New	1,201 $248,000

Others Institutions Holding VO

# of Institutions

2,038

Shares Held

172M

Call Options Held

62.2K

Put Options Held

110K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Perspectives Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.

Account

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