Clear Perspectives Financial Planning, LLC Vanguard Extended Market ETF Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,391 shares of VXF stock, worth $260,854. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,391
Previous 1,401
0.71%
Holding current value
$260,854
Previous $186,000
4.84%
% of portfolio
0.11%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding VXF
# of Institutions
975Shares Held
45.1MCall Options Held
21.5KPut Options Held
3.2K-
Morgan Stanley New York, NY3.37MShares$632 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.94MShares$551 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.61MShares$302 Million0.03% of portfolio
-
Fifth Third Bancorp1.16MShares$218 Million0.81% of portfolio
-
Assetmark, Inc1.16MShares$217 Million0.6% of portfolio