Clear Perspectives Financial Planning, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$46.71 - $48.22 $16,255 - $16,780	348 New	348 $16,000
Q2 2022 Aug 11, 2022	SELL	$50.05 - $51.06 $2.3 Million - $2.34 Million	-45,918 Reduced 8.62%	486,945 $24.4 Million
Q1 2022 May 12, 2022	SELL	$50.6 - $52.11 $5.28 Million - $5.44 Million	-104,371 Reduced 16.38%	532,863 $27.3 Million
Q4 2021 Feb 09, 2022	BUY	$51.18 - $52.61 $3.49 Million - $3.59 Million	68,218 Added 11.99%	637,234 $32.8 Million
Q3 2021 Nov 05, 2021	BUY	$51.92 - $52.8 $4.93 Million - $5.01 Million	94,893 Added 20.01%	569,016 $29.9 Million
Q2 2021 Aug 05, 2021	BUY	$51.54 - $52.44 $2.35 Million - $2.39 Million	45,526 Added 10.62%	474,123 $24.8 Million
Q1 2021 May 06, 2021	BUY	$51.11 - $51.73 $15.7 Million - $15.9 Million	307,916 Added 255.15%	428,597 $22.1 Million
Q4 2020 Feb 01, 2021	BUY	$50.63 - $51.32 $6.11 Million - $6.19 Million	120,681 New	120,681 $6.17 Million

Others Institutions Holding VTIP

# of Institutions

779

Shares Held

120M

Call Options Held

21.1K

Put Options Held

1.9K

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