Clear Perspectives Financial Planning, LLC Vanguard Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 7 shares of VGSH stock, worth $408. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 7 -0.0%

Holding current value

$408

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$57.38 - $58.13 $401 - $406	7 New	7 $0
Q1 2022 May 12, 2022	SELL	$59.19 - $60.79 $708,918 - $728,081	-11,977 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$60.79 - $61.43 $304,983 - $308,194	-5,017 Reduced 29.52%	11,977 $729,000
Q3 2021 Nov 05, 2021	SELL	$61.39 - $61.54 $125,235 - $125,541	-2,040 Reduced 10.72%	16,994 $1.04 Million
Q2 2021 Aug 05, 2021	SELL	$61.41 - $61.64 $53,610 - $53,811	-873 Reduced 4.39%	19,034 $1.17 Million
Q1 2021 May 06, 2021	SELL	$61.49 - $61.63 $91,620 - $91,828	-1,490 Reduced 6.96%	19,907 $1.23 Million
Q4 2020 Feb 01, 2021	BUY	$61.6 - $62.06 $1.32 Million - $1.33 Million	21,397 New	21,397 $1.32 Million

Others Institutions Holding VGSH

# of Institutions

974

Shares Held

262M

Call Options Held

5.1K

Put Options Held

1.3K

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About VANGUARD

Ticker VGSH
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Clear Perspectives Financial Planning, LLC Vanguard Transaction History