Clear Perspectives Financial Planning, LLC Vanguard Specialized Funds Van Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 09, 2022	SELL	$79.28 - $102.13 $5,073 - $6,536	-64 Reduced 16.93%	314 $25,000
Q2 2022 Aug 11, 2022	BUY	$87.04 - $112.5 $5,744 - $7,425	66 Added 21.15%	378 $34,000
Q1 2022 May 12, 2022	BUY	$99.96 - $115.1 $3,498 - $4,028	35 Added 12.64%	312 $34,000
Q4 2021 Feb 09, 2022	BUY	$102.53 - $116.01 $12,918 - $14,617	126 Added 83.44%	277 $32,000
Q3 2021 Nov 05, 2021	BUY	$101.78 - $110.92 $15,368 - $16,748	151 New	151 $15,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.59 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.13 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.12 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$984 Million
0.08% of portfolio

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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