Clear Perspectives Financial Planning, LLC Vanguard Mega Cap Growth ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 25,381 shares of MGK stock, worth $7.97 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares

25,381

Previous 9,282 173.44%

Holding current value

$7.97 Million

Previous $1.6 Million 224.98%

% of portfolio

2.91%

Previous 0.85%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$168.7 - $204.51 $2.72 Million - $3.29 Million	16,099 Added 173.44%	25,381 $5.19 Million
Q4 2022 Feb 13, 2023	SELL	$167.59 - $189.31 $26,814 - $30,289	-160 Reduced 1.69%	9,282 $1.6 Million
Q3 2022 Nov 09, 2022	SELL	N/A	-1,118 Reduced 10.59%	9,442 $1.65 Million
Q2 2022 Aug 11, 2022	SELL	N/A	-7,408 Reduced 41.23%	10,560 $1.92 Million
Q1 2022 May 12, 2022	SELL	N/A	-1,999 Reduced 10.01%	17,968 $4.23 Million

Q4 2021 Feb 09, 2022	BUY	N/A	2,697 Added 15.62%	19,967 $5.21 Million
Q3 2021 Nov 05, 2021	BUY	N/A	4,194 Added 32.07%	17,270 $4.06 Million
Q2 2021 Aug 05, 2021	BUY	N/A	709 Added 5.73%	13,076 $3.03 Million
Q1 2021 May 06, 2021	SELL	N/A	-12,447 Reduced 50.16%	12,367 $2.56 Million
Q4 2020 Feb 01, 2021	BUY	N/A	24,814 New	24,814 $5.06 Million

Others Institutions Holding MGK

# of Institutions

736

Shares Held

33.2M

Call Options Held

111K

Put Options Held

419K

View Full List

About VANGUARD MEGA CAP GROWTH ETF

Ticker MGK
Sector ETFs
Industry ETFs

More about MGK

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Clear Perspectives Financial Planning, LLC Vanguard Mega Cap Growth ETF Transaction History