Clear Perspectives Financial Planning, LLC Vanguard Small Cap Value ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	N/A	-300 Closed	0 $0
Q1 2022 May 12, 2022	SELL	N/A	-31 Reduced 9.37%	300 $53,000
Q4 2021 Feb 09, 2022	BUY	N/A	31 Added 10.33%	331 $59,000
Q1 2021 May 06, 2021	BUY	N/A	300 New	300 $50,000

Others Institutions Holding VBR

# of Institutions

1,445

Shares Held

88.9M

Call Options Held

62.7K

Put Options Held

18.5K

Bank Of America Corp Charlotte, NC

15.8M
Shares

$2.88 Billion
0.29% of portfolio
Betterment LLC New York, NY

4.26M
Shares

$778 Million
2.2% of portfolio
Morgan Stanley New York, NY

4.16M
Shares

$760 Million
0.06% of portfolio
Assetmark, Inc

3.53M
Shares

$645 Million
2.22% of portfolio
Jones Financial Companies Lllp

3.04M
Shares

$554 Million
0.79% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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