Clear Perspectives Financial Planning, LLC Vanguard Mid Cap Growth Index 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 Growth Index stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,420 shares of VOT stock, worth $349,476. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,420
Previous 1,420
-0.0%
Holding current value
$349,476
Previous $255,000
8.24%
% of portfolio
0.15%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding VOT
# of Institutions
1,063Shares Held
40MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$763 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$707 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$668 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$563 Million1.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$434 Million0.04% of portfolio