Clear Perspectives Financial Planning, LLC Vanguard Mega Cap Value 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 Value stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 44,535 shares of MGV stock, worth $5.9 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares
44,535
Previous 54,252 17.91%
Holding current value
$5.9 Million
Previous $5.58 Million 19.38%
% of portfolio
2.52%
Previous 2.97%

Shares

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

May 11, 2023
SELL
$97.0 - $105.37 $942,549 - $1.02 Million
-9,717 Reduced 17.91%
44,535 $4.5 Million
Q4 2022

Feb 13, 2023
BUY
$90.82 - $106.81 $2 Million - $2.35 Million
22,041 Added 68.43%
54,252 $5.58 Million
Q3 2022

Nov 09, 2022
BUY
$89.91 - $103.89 $14,745 - $17,037
164 Added 0.51%
32,211 $2.9 Million
Q2 2022

Aug 11, 2022
BUY
$93.26 - $109.21 $2.92 Million - $3.41 Million
31,262 Added 3982.42%
32,047 $3.08 Million
Q1 2022

May 12, 2022
BUY
$101.98 - $109.31 $80,054 - $85,808
785 New
785 $84,000

Others Institutions Holding MGV

# of Institutions
518
Shares Held
49.7M
Call Options Held
37.3K
Put Options Held
2.7K
View Full List

About VANGUARD MEGA CAP VALUE

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