Clear Perspectives Financial Planning, LLC Vanguard Bd Index Fd Inc Short Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$74.07 - $75.87 $1,407 - $1,441	19 New	19 $1,000
Q1 2022 May 12, 2022	SELL	$77.66 - $80.73 $23,142 - $24,057	-298 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$80.78 - $81.98 $16,156 - $16,396	200 Added 204.08%	298 $24,000
Q3 2021 Nov 05, 2021	BUY	$81.9 - $82.4 $8,026 - $8,075	98 New	98 $8,000
Q1 2021 May 06, 2021	SELL	$82.08 - $82.89 $11.2 Million - $11.3 Million	-135,874 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$82.67 - $82.96 $11.2 Million - $11.3 Million	135,874 New	135,874 $11.3 Million

Others Institutions Holding BSV

# of Institutions

1,237

Shares Held

375M

Call Options Held

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.15 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

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