Clear Perspectives Financial Planning, LLC Vanguard Dividend Appreciation Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 68,074 shares of VIG stock, worth $12.4 Million. This represents 5.88% of its overall portfolio holdings.

Number of Shares

68,074

Previous 10,231 565.37%

Holding current value

$12.4 Million

Previous $1.55 Million 575.08%

% of portfolio

5.88%

Previous 0.83%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$147.24 - $158.33 $8.52 Million - $9.16 Million	57,843 Added 565.37%	68,074 $10.5 Million
Q4 2022 Feb 13, 2023	SELL	$144.84 - $158.71 $29,837 - $32,694	-206 Reduced 1.97%	10,231 $1.55 Million
Q3 2022 Nov 09, 2022	SELL	N/A	-735 Reduced 6.58%	10,437 $1.41 Million
Q2 2022 Aug 11, 2022	SELL	N/A	-23,881 Reduced 68.13%	11,172 $1.6 Million
Q1 2022 May 12, 2022	SELL	N/A	-25,451 Reduced 42.06%	35,053 $5.68 Million
Q4 2021 Feb 09, 2022	SELL	N/A	-3,446 Reduced 5.39%	60,504 $10.4 Million
Q3 2021 Nov 05, 2021	SELL	N/A	-15,432 Reduced 19.44%	63,950 $9.82 Million
Q2 2021 Aug 05, 2021	SELL	N/A	-7,596 Reduced 8.73%	79,382 $12.3 Million
Q1 2021 May 06, 2021	SELL	N/A	-2,019 Reduced 2.27%	86,978 $12.8 Million
Q4 2020 Feb 01, 2021	BUY	N/A	88,997 New	88,997 $12.6 Million

Others Institutions Holding VIG

# of Institutions

2,193

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

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About VANGUARD DIVIDEND APPRECIATION

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Clear Perspectives Financial Planning, LLC Vanguard Dividend Appreciation Transaction History