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 $23,491. This represents 0.01% of its overall portfolio holdings.

Number of Shares
100
Previous 200 50.0%
Holding current value
$23,491
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
$176.01 - $191.74 $79,204 - $86,283
-450 Reduced 69.23%
200 $36,000
Q3 2022

Nov 09, 2022

SELL
N/A
-150 Reduced 18.75%
650 $102,000
Q2 2021

Aug 05, 2021

BUY
N/A
100 Added 14.29%
800 $157,000
Q4 2020

Feb 01, 2021

BUY
N/A
700 New
700 $119,000

Others Institutions Holding VIS

About VANGUARD INDUSTRIAL ETF


  • Ticker VIS
  • Sector ETFs
  • Industry ETFs
More about VIS
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