Clear Perspectives Financial Planning, LLC Vanguard Mid Cap Value Index F 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 Value Index F stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 560 shares of VOE stock, worth $92,562. This represents 0.04% of its overall portfolio holdings.

Number of Shares

560

Previous 748 25.13%

Holding current value

$92,562

Previous $101,000 25.74%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$126.74 - $147.12 $23,827 - $27,658	-188 Reduced 25.13%	560 $75,000
Q4 2022 Feb 13, 2023	SELL	$122.51 - $142.75 $105,358 - $122,765	-860 Reduced 53.48%	748 $101,000
Q3 2022 Nov 09, 2022	SELL	$121.77 - $145.8 $43,837 - $52,488	-360 Reduced 18.29%	1,608 $196,000
Q2 2022 Aug 11, 2022	SELL	$126.2 - $153.17 $216,811 - $263,146	-1,718 Reduced 46.61%	1,968 $255,000
Q4 2021 Feb 09, 2022	BUY	$140.47 - $150.69 $14,187 - $15,219	101 Added 2.82%	3,686 $554,000
Q3 2021 Nov 05, 2021	BUY	$135.17 - $146.62 $36,495 - $39,587	270 Added 8.14%	3,585 $501,000
Q1 2021 May 06, 2021	BUY	$116.81 - $138.13 $5,723 - $6,768	49 Added 1.5%	3,315 $447,000
Q4 2020 Feb 01, 2021	BUY	$100.82 - $119.56 $329,278 - $390,482	3,266 New	3,266 $389,000

Others Institutions Holding VOE

# of Institutions

1,075

Shares Held

68.5M

Call Options Held

30.6K

Put Options Held

400

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About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Clear Perspectives Financial Planning, LLC Vanguard Mid Cap Value Index F Transaction History