Clear Perspectives Financial Planning, LLC Vanguard Industrial ETF Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 100 shares of VIS stock, worth $26,870. This represents 0.01% of its overall portfolio holdings.

Number of Shares
100
Previous 200 50.0%
Holding current value
$26,870
Previous $36,000 47.22%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$181.58 - $196.87 $18,158 - $19,687
-100 Reduced 50.0%
100 $19,000
Q4 2022

Feb 13, 2023
SELL
$160.22 - $191.74 $72,099 - $86,283
-450 Reduced 69.23%
200 $36,000
Q3 2022

Nov 09, 2022
SELL
$157.54 - $190.84 $23,631 - $28,626
-150 Reduced 18.75%
650 $102,000
Q2 2021

Aug 05, 2021
BUY
$190.53 - $201.98 $19,053 - $20,198
100 Added 14.29%
800 $157,000
Q4 2020

Feb 01, 2021
BUY
$141.72 - $170.63 $99,204 - $119,441
700 New
700 $119,000

Others Institutions Holding VIS

# of Institutions
492
Shares Held
12.6M
Call Options Held
2.4K
Put Options Held
0
View Full List

About VANGUARD INDUSTRIAL ETF

VIS Quotes by TradingView
  • Ticker VIS
  • Sector ETFs
  • Industry ETFs
More about VIS
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