Clear Perspectives Financial Planning, LLC Vanguard Mid Cap ETF Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 631 shares of VO stock, worth $172,603. This represents 0.07% of its overall portfolio holdings.

Number of Shares
631
Previous 661 4.54%
Holding current value
$172,603
Previous $134,000 0.75%
% of portfolio
0.07%
Previous 0.07%

Shares

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

May 11, 2023
SELL
$200.2 - $225.98 $6,006 - $6,779
-30 Reduced 4.54%
631 $133,000
Q4 2022

Feb 13, 2023
SELL
$186.57 - $217.26 $13,059 - $15,208
-70 Reduced 9.58%
661 $134,000
Q3 2022

Nov 09, 2022
SELL
$187.98 - $227.42 $2,443 - $2,956
-13 Reduced 1.75%
731 $137,000
Q2 2022

Aug 11, 2022
SELL
$190.36 - $240.41 $44,163 - $55,775
-232 Reduced 23.77%
744 $147,000
Q1 2022

May 12, 2022
SELL
$219.86 - $253.39 $21,986 - $25,339
-100 Reduced 9.29%
976 $232,000
Q4 2021

Feb 09, 2022
SELL
$236.98 - $261.2 $74,885 - $82,539
-316 Reduced 22.7%
1,076 $274,000
Q3 2021

Nov 05, 2021
BUY
$229.88 - $249.8 $16,091 - $17,486
70 Added 5.3%
1,392 $330,000
Q1 2021

May 06, 2021
BUY
$203.74 - $225.89 $24,652 - $27,332
121 Added 10.07%
1,322 $293,000
Q4 2020

Feb 01, 2021
BUY
$176.14 - $208.21 $211,544 - $250,060
1,201 New
1,201 $248,000

Others Institutions Holding VO

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

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