Clear Perspectives Financial Planning, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$63.97 - $82.17 $15,992 - $20,542	-250 Reduced 71.43%	100 $7,000
Q3 2021 Nov 05, 2021	SELL	$79.36 - $84.88 $3,968 - $4,244	-50 Reduced 12.5%	350 $28,000
Q4 2020 Feb 01, 2021	BUY	$60.54 - $70.17 $24,216 - $28,068	400 New	400 $28,000

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

Vanguard Group Inc Valley Forge, PA

2.75M
Shares

$293 Million
0.01% of portfolio
Visa Foundation

1.72M
Shares

$183 Million
74.08% of portfolio
Creative Planning Overland Park, KS

1.23M
Shares

$131 Million
0.12% of portfolio
Wealthfront Advisers LLC

1.18M
Shares

$126 Million
0.37% of portfolio
Morgan Stanley New York, NY

822K
Shares

$87.5 Million
0.01% of portfolio

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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