Clear Perspectives Financial Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 29,738 shares of VOO stock, worth $15.6 Million. This represents 6.27% of its overall portfolio holdings.

Number of Shares

29,738

Previous 12,513 137.66%

Holding current value

$15.6 Million

Previous $4.4 Million 154.39%

% of portfolio

6.27%

Previous 2.34%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$348.66 - $382.94 $6.01 Million - $6.6 Million	17,225 Added 137.66%	29,738 $11.2 Million
Q4 2022 Feb 13, 2023	SELL	$327.64 - $374.54 $302,084 - $345,325	-922 Reduced 6.86%	12,513 $4.4 Million
Q3 2022 Nov 09, 2022	BUY	$328.3 - $395.04 $394,616 - $474,838	1,202 Added 9.83%	13,435 $4.41 Million
Q2 2022 Aug 11, 2022	BUY	$337.07 - $419.85 $985,255 - $1.23 Million	2,923 Added 31.4%	12,233 $4.24 Million
Q1 2022 May 12, 2022	SELL	$382.7 - $439.25 $445,845 - $511,726	-1,165 Reduced 11.12%	9,310 $3.87 Million
Q4 2021 Feb 09, 2022	BUY	$394.21 - $439.01 $135,608 - $151,019	344 Added 3.4%	10,475 $4.57 Million
Q3 2021 Nov 05, 2021	BUY	$390.68 - $416.73 $881,764 - $940,559	2,257 Added 28.66%	10,131 $4 Million
Q2 2021 Aug 05, 2021	BUY	$368.16 - $394.32 $34,607 - $37,066	94 Added 1.21%	7,874 $3.1 Million
Q1 2021 May 06, 2021	SELL	$339.03 - $365.24 $125,441 - $135,138	-370 Reduced 4.54%	7,780 $2.83 Million
Q4 2020 Feb 01, 2021	BUY	$299.82 - $343.69 $2.44 Million - $2.8 Million	8,150 New	8,150 $2.8 Million

Others Institutions Holding VOO

# of Institutions

3,544

Shares Held

473M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Clear Perspectives Financial Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History