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

1,178

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.73 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.63 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.58 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.57 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

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.

Account