Clear Perspectives Financial Planning, LLC Vanguard Mid Cap Growth Index 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 Growth Index stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,420 shares of VOT stock, worth $371,017. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,420

Previous 1,420 -0.0%

Holding current value

$371,017

Previous $255,000 8.24%

% of portfolio

0.15%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 09, 2022	SELL	$170.12 - $208.72 $22,115 - $27,133	-130 Reduced 8.39%	1,420 $242,000
Q2 2022 Aug 11, 2022	SELL	$167.96 - $227.2 $529,409 - $716,134	-3,152 Reduced 67.04%	1,550 $272,000
Q1 2022 May 12, 2022	SELL	$199.76 - $251.37 $115,860 - $145,794	-580 Reduced 10.98%	4,702 $1.05 Million
Q4 2021 Feb 09, 2022	SELL	$234.3 - $265.79 $59,980 - $68,042	-256 Reduced 4.62%	5,282 $1.35 Million
Q3 2021 Nov 05, 2021	SELL	$230.42 - $251.05 $32,028 - $34,895	-139 Reduced 2.45%	5,538 $1.31 Million
Q2 2021 Aug 05, 2021	SELL	$210.91 - $237.31 $26,363 - $29,663	-125 Reduced 2.15%	5,677 $1.34 Million
Q1 2021 May 06, 2021	SELL	$204.75 - $230.34 $20,475 - $23,034	-100 Reduced 1.69%	5,802 $1.25 Million
Q4 2020 Feb 01, 2021	BUY	$178.76 - $215.29 $1.06 Million - $1.27 Million	5,902 New	5,902 $1.25 Million

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

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About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Clear Perspectives Financial Planning, LLC Vanguard Mid Cap Growth Index Transaction History