Clear Perspectives Financial Planning, LLC Vanguard Growth ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 4,237 shares of VUG stock, worth $1.99 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

4,237

Previous 3,858 9.82%

Holding current value

$1.99 Million

Previous $822,000 28.47%

% of portfolio

0.59%

Previous 0.44%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$209.25 - $249.44 $79,305 - $94,537	379 Added 9.82%	4,237 $1.06 Million
Q4 2022 Feb 13, 2023	SELL	$208.44 - $233.81 $230,117 - $258,126	-1,104 Reduced 22.25%	3,858 $822,000
Q3 2022 Nov 09, 2022	SELL	$213.95 - $266.28 $30,808 - $38,344	-144 Reduced 2.82%	4,962 $1.06 Million
Q2 2022 Aug 11, 2022	SELL	$214.97 - $293.87 $1.59 Million - $2.17 Million	-7,374 Reduced 59.09%	5,106 $1.14 Million
Q1 2022 May 12, 2022	SELL	$254.37 - $323.09 $6.28 Million - $7.97 Million	-24,678 Reduced 66.41%	12,480 $3.59 Million
Q4 2021 Feb 09, 2022	SELL	$287.0 - $325.67 $348,992 - $396,014	-1,216 Reduced 3.17%	37,158 $11.9 Million
Q3 2021 Nov 05, 2021	SELL	$286.49 - $308.98 $173,899 - $187,550	-607 Reduced 1.56%	38,374 $11.1 Million
Q2 2021 Aug 05, 2021	SELL	$257.69 - $287.23 $2.12 Million - $2.36 Million	-8,208 Reduced 17.39%	38,981 $11.2 Million
Q1 2021 May 06, 2021	BUY	$243.15 - $268.9 $64,921 - $71,796	267 Added 0.57%	47,189 $12.1 Million
Q4 2020 Feb 01, 2021	BUY	$220.77 - $253.46 $10.4 Million - $11.9 Million	46,922 New	46,922 $11.9 Million

Others Institutions Holding VUG

# of Institutions

2,780

Shares Held

281M

Call Options Held

361K

Put Options Held

468K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Clear Perspectives Financial Planning, LLC Vanguard Growth ETF Transaction History