Clear Perspectives Financial Planning, LLC Vanguard Mid Cap Value Index F 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 Value Index F stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 560 shares of VOE stock, worth $93,066. This represents 0.04% of its overall portfolio holdings.
Number of Shares
560
Previous 748
25.13%
Holding current value
$93,066
Previous $101,000
25.74%
% of portfolio
0.04%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding VOE
# of Institutions
1,206Shares Held
70.6MCall Options Held
42.8KPut Options Held
2.8K-
Morgan Stanley New York, NY4.57MShares$760 Million0.05% of portfolio
-
Betterment LLC New York, NY4.29MShares$713 Million1.63% of portfolio
-
Assetmark, Inc4.1MShares$682 Million1.82% of portfolio
-
Royal Bank Of Canada Toronto, A63.26MShares$542 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$512 Million0.04% of portfolio