Clear Perspectives Financial Planning, LLC Vanguard World Fd Esg Intl Stk Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	N/A	-8,075 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	N/A	-3,019 Reduced 27.21%	8,075 $501,000
Q3 2021 Nov 05, 2021	SELL	N/A	-114 Reduced 1.02%	11,094 $685,000
Q2 2021 Aug 05, 2021	BUY	N/A	1,044 Added 10.27%	11,208 $719,000
Q1 2021 May 06, 2021	BUY	N/A	1,595 Added 18.61%	10,164 $624,000

Q4 2020 Feb 01, 2021	BUY	N/A	8,569 New	8,569 $508,000

Others Institutions Holding VSGX

# of Institutions

329

Shares Held

18.4M

Call Options Held

Put Options Held

Vanguard Group Inc Valley Forge, PA

4.23M
Shares

$242 Million
0.0% of portfolio
Creative Planning Overland Park, KS

1.15M
Shares

$66.1 Million
0.07% of portfolio
Leo Wealth, LLC Hurst, TX

792K
Shares

$45.3 Million
4.65% of portfolio
Leo Brokerage, LLC

736K
Shares

$42.1 Million
4.46% of portfolio
Morgan Stanley New York, NY

497K
Shares

$28.5 Million
0.0% of portfolio

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