Clear Perspectives Financial Planning, LLC Vanguard Large Cap ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 9,072 shares of VV stock, worth $2.48 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

9,072

Previous 10,002 9.3%

Holding current value

$2.48 Million

Previous $1.74 Million 2.76%

% of portfolio

0.95%

Previous 0.93%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$172.79 - $190.36 $160,694 - $177,034	-930 Reduced 9.3%	9,072 $1.69 Million
Q3 2022 Nov 09, 2022	SELL	$163.56 - $196.95 $70,167 - $84,491	-429 Reduced 4.11%	10,002 $1.64 Million
Q2 2022 Aug 11, 2022	SELL	$167.29 - $210.78 $3 Million - $3.78 Million	-17,928 Reduced 63.22%	10,431 $1.8 Million
Q1 2022 May 12, 2022	SELL	$191.25 - $221.63 $432,225 - $500,883	-2,260 Reduced 7.38%	28,359 $5.91 Million
Q4 2021 Feb 09, 2022	BUY	$200.26 - $221.75 $203,664 - $225,519	1,017 Added 3.44%	30,619 $6.77 Million
Q3 2021 Nov 05, 2021	BUY	$199.12 - $212.29 $368,770 - $393,161	1,852 Added 6.67%	29,602 $5.95 Million
Q2 2021 Aug 05, 2021	BUY	$187.36 - $200.75 $207,220 - $222,029	1,106 Added 4.15%	27,750 $5.57 Million
Q1 2021 May 06, 2021	SELL	$173.39 - $186.2 $28,609 - $30,722	-165 Reduced 0.62%	26,644 $4.94 Million
Q4 2020 Feb 01, 2021	BUY	$152.54 - $175.74 $4.09 Million - $4.71 Million	26,809 New	26,809 $4.71 Million

Others Institutions Holding VV

# of Institutions

1,181

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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

Clear Perspectives Financial Planning, LLC Vanguard Large Cap ETF Transaction History