Clear Perspectives Financial Planning, LLC Vanguard Financial ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$75.42 - $93.29 $11,313 - $13,993	-150 Reduced 37.5%	250 $19,000
Q3 2021 Nov 05, 2021	BUY	$86.32 - $96.09 $34,528 - $38,436	400 New	400 $37,000

Others Institutions Holding VFH

# of Institutions

685

Shares Held

52.2M

Call Options Held

45K

Put Options Held

10.5K

Bank Of America Corp Charlotte, NC

23.4M
Shares

$2.86 Billion
0.22% of portfolio
Morgan Stanley New York, NY

2.75M
Shares

$336 Million
0.02% of portfolio
Ubs Group Ag

1.88M
Shares

$230 Million
0.05% of portfolio
Beacon Capital Management, Inc.

1.52M
Shares

$186 Million
7.19% of portfolio
Wells Fargo & Company San Francisco, CA

1.37M
Shares

$167 Million
0.03% of portfolio

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
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