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 $152,765. This represents 0.07% of its overall portfolio holdings.
Number of Shares
631
Previous 661
4.54%
Holding current value
$152,765
Previous $134,000
0.75%
% of portfolio
0.07%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding VO
# of Institutions
1,958Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.71 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.81 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.54 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$2 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio