Clear Perspectives Financial Planning, LLC Vanguard Whitehall Fds (Vangua Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 167,160 shares of VYM stock, worth $21.3 Million. This represents 9.89% of its overall portfolio holdings.

Number of Shares
167,160
Previous 210,541 20.6%
Holding current value
$21.3 Million
Previous $22.8 Million 22.59%
% of portfolio
9.89%
Previous 12.11%

Shares

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

May 11, 2023
SELL
$100.82 - $111.44 $4.37 Million - $4.83 Million
-43,381 Reduced 20.6%
167,160 $17.6 Million
Q4 2022

Feb 13, 2023
SELL
$96.14 - $113.15 $140,556 - $165,425
-1,462 Reduced 0.69%
210,541 $22.8 Million
Q3 2022

Nov 09, 2022
SELL
$94.88 - $110.28 $2.99 Million - $3.47 Million
-31,495 Reduced 12.93%
212,003 $20.1 Million
Q2 2022

Aug 11, 2022
SELL
$99.2 - $114.57 $1.93 Million - $2.23 Million
-19,442 Reduced 7.39%
243,498 $24.8 Million
Q1 2022

May 12, 2022
BUY
$107.24 - $115.01 $27.3 Million - $29.3 Million
254,352 Added 2961.71%
262,940 $29.5 Million
Q4 2021

Feb 09, 2022
BUY
$104.33 - $112.16 $256,756 - $276,025
2,461 Added 40.17%
8,588 $963,000
Q3 2021

Nov 05, 2021
BUY
$102.3 - $108.36 $38,464 - $40,743
376 Added 6.54%
6,127 $633,000
Q2 2021

Aug 05, 2021
BUY
$101.6 - $107.95 $294,132 - $312,515
2,895 Added 101.37%
5,751 $603,000
Q1 2021

May 06, 2021
BUY
$90.4 - $101.83 $271 - $305
3 Added 0.11%
2,856 $289,000
Q4 2020

Feb 01, 2021
BUY
$78.88 - $92.1 $225,044 - $262,761
2,853 New
2,853 $261,000

Others Institutions Holding VYM

# of Institutions
1,745
Shares Held
174M
Call Options Held
1.59M
Put Options Held
278K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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