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	$146.67 - $178.24 $44,000 - $53,472	-300 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$165.62 - $182.58 $5,134 - $5,659	-31 Reduced 9.37%	300 $53,000
Q4 2021 Feb 09, 2022	BUY	$168.72 - $185.72 $5,230 - $5,757	31 Added 10.33%	331 $59,000
Q1 2021 May 06, 2021	BUY	$139.89 - $172.72 $41,966 - $51,816	300 New	300 $50,000

Others Institutions Holding VBR

# of Institutions

1,541

Shares Held

92.3M

Call Options Held

53.2K

Put Options Held

22.2K

Bank Of America Corp Charlotte, NC

18.4M
Shares

$3.98 Billion
0.31% of portfolio
Assetmark, Inc

3.82M
Shares

$824 Million
2.2% of portfolio
Morgan Stanley New York, NY

3.76M
Shares

$811 Million
0.06% of portfolio
Betterment LLC New York, NY

3.7M
Shares

$798 Million
1.78% of portfolio
Jones Financial Companies Lllp

2.38M
Shares

$514 Million
0.49% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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