Clear Perspectives Financial Planning, LLC Vanguard Extended Market ETF Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,391 shares of VXF stock, worth $284,974. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,391
Previous 1,401
0.71%
Holding current value
$284,974
Previous $186,000
4.84%
% of portfolio
0.11%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding VXF
# of Institutions
995Shares Held
50.3MCall Options Held
12.5KPut Options Held
1.5K-
Morgan Stanley New York, NY3.66MShares$749 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.28MShares$673 Million1.66% of portfolio
-
Envestnet Asset Management Inc2.93MShares$601 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.71MShares$350 Million0.02% of portfolio
-
Wealthspire Advisors, LLC New York, NY1.63MShares$334 Million1.78% of portfolio