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 $363,094. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,420
Previous 1,420 -0.0%
Holding current value
$363,094
Previous $255,000 8.24%
% of portfolio
0.15%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 09, 2022
SELL
$170.12 - $208.72 $22,115 - $27,133
-130 Reduced 8.39%
1,420 $242,000
Q2 2022

Aug 11, 2022
SELL
$167.96 - $227.2 $529,409 - $716,134
-3,152 Reduced 67.04%
1,550 $272,000
Q1 2022

May 12, 2022
SELL
$199.76 - $251.37 $115,860 - $145,794
-580 Reduced 10.98%
4,702 $1.05 Million
Q4 2021

Feb 09, 2022
SELL
$234.3 - $265.79 $59,980 - $68,042
-256 Reduced 4.62%
5,282 $1.35 Million
Q3 2021

Nov 05, 2021
SELL
$230.42 - $251.05 $32,028 - $34,895
-139 Reduced 2.45%
5,538 $1.31 Million
Q2 2021

Aug 05, 2021
SELL
$210.91 - $237.31 $26,363 - $29,663
-125 Reduced 2.15%
5,677 $1.34 Million
Q1 2021

May 06, 2021
SELL
$204.75 - $230.34 $20,475 - $23,034
-100 Reduced 1.69%
5,802 $1.25 Million
Q4 2020

Feb 01, 2021
BUY
$178.76 - $215.29 $1.06 Million - $1.27 Million
5,902 New
5,902 $1.25 Million

Others Institutions Holding VOT

# of Institutions
977
Shares Held
38.1M
Call Options Held
26.7K
Put Options Held
5.6K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Clear Perspectives Financial Planning, LLC Portfolio

Follow Clear Perspectives Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Perspectives Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email