Clear Perspectives Financial Planning, LLC Vanguard Russell 1000 Growth E Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$54.1 - $72.84 $4,760 - $6,409	-88 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$69.93 - $75.23 $6,153 - $6,620	88 New	88 $6,000

Others Institutions Holding VONG

# of Institutions

651

Shares Held

142M

Call Options Held

15.7K

Put Options Held

600

Bank Of America Corp Charlotte, NC

30M
Shares

$2.9 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.6M
Shares

$1.03 Billion
7.24% of portfolio
Morgan Stanley New York, NY

6.08M
Shares

$589 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

4.69M
Shares

$455 Million
0.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.61M
Shares

$446 Million
1.33% of portfolio

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