Clear Perspectives Financial Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$47.5 - $50.06 $49,162 - $51,812	1,035 New	1,035 $51,000
Q2 2022 Aug 11, 2022	SELL	$49.13 - $51.51 $12,528 - $13,135	-255 Reduced 91.4%	24 $1,000
Q1 2022 May 12, 2022	SELL	$51.44 - $54.88 $2,211 - $2,359	-43 Reduced 13.35%	279 $14,000
Q4 2021 Feb 09, 2022	SELL	$54.5 - $55.03 $89,107 - $89,974	-1,635 Reduced 83.55%	322 $18,000
Q3 2021 Nov 05, 2021	BUY	$54.77 - $55.59 $68,188 - $69,209	1,245 Added 174.86%	1,957 $107,000
Q4 2020 Feb 01, 2021	BUY	$54.06 - $55.19 $38,490 - $39,295	712 New	712 $39,000

Others Institutions Holding VTEB

# of Institutions

1,291

Shares Held

546M

Call Options Held

22.3K

Put Options Held

83.8K

Jpmorgan Chase & CO New York, NY

78.7M
Shares

$3.94 Billion
0.32% of portfolio
Northwestern Mutual Wealth Management CO

33.6M
Shares

$1.68 Billion
1.43% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.7M
Shares

$1.64 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

25.1M
Shares

$1.26 Billion
1.23% of portfolio
Raymond James Financial Inc St. Petersburg, FL

20.8M
Shares

$1.04 Billion
0.39% of portfolio

View Full List

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