Clear Perspectives Financial Planning, LLC Vanguard Value ETF Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 104,162 shares of VTV stock, worth $17.9 Million. This represents 8.07% of its overall portfolio holdings.

Number of Shares
104,162
Previous 110,609 5.83%
Holding current value
$17.9 Million
Previous $15.5 Million 7.35%
% of portfolio
8.07%
Previous 8.26%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$132.13 - $144.96 $851,842 - $934,557
-6,447 Reduced 5.83%
104,162 $14.4 Million
Q4 2022

Feb 13, 2023
BUY
$124.69 - $146.24 $300,253 - $352,145
2,408 Added 2.23%
110,609 $15.5 Million
Q3 2022

Nov 09, 2022
SELL
$123.48 - $143.43 $639,626 - $742,967
-5,180 Reduced 4.57%
108,201 $13.4 Million
Q2 2022

Aug 11, 2022
BUY
$128.01 - $150.8 $942,281 - $1.11 Million
7,361 Added 6.94%
113,381 $15 Million
Q1 2022

May 12, 2022
BUY
$140.46 - $150.33 $4.01 Million - $4.3 Million
28,581 Added 36.91%
106,020 $15.7 Million
Q4 2021

Feb 09, 2022
BUY
$136.43 - $147.24 $51,570 - $55,656
378 Added 0.49%
77,439 $11.4 Million
Q3 2021

Nov 05, 2021
BUY
$134.5 - $142.48 $1.88 Million - $2 Million
14,013 Added 22.23%
77,061 $10.4 Million
Q2 2021

Aug 05, 2021
BUY
$132.12 - $141.17 $6.27 Million - $6.7 Million
47,487 Added 305.17%
63,048 $8.67 Million
Q1 2021

May 06, 2021
BUY
$117.44 - $132.31 $1.83 Million - $2.06 Million
15,561 New
15,561 $2.05 Million

Others Institutions Holding VTV

# of Institutions
2,243
Shares Held
528M
Call Options Held
142K
Put Options Held
224K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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