Clear Perspectives Financial Planning, LLC Purchases in Q1 2023

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
57.8K
+ 565.37%
$147.24 - $158.33 $8.52M - $9.16M
68.1K $10.5M
VOOV
Vanguard S&P 500 Value ETF

ETFs
59.5K
+ 1321.1%
$139.24 - $154.09 $8.28M - $9.16M
64K $9.39M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
138K
New
$52.07 - $56.74 $7.19M - $7.83M
138K $7.62M
VEA
Vanguard Ftse Developed Market

ETFs
165K
+ 102739.75%
$42.2 - $46.17 $6.98M - $7.64M
166K $7.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
17.2K
+ 137.66%
$348.66 - $382.94 $6.01M - $6.6M
29.7K $11.2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
16.1K
+ 173.44%
$168.7 - $204.51 $2.72M - $3.29M
25.4K $5.19M
IOO
Ishares Tr Global 100 ETF

ETFs
38.2K
+ 693.72%
$63.56 - $70.06 $2.43M - $2.68M
43.7K $3.06M
PG
Procter & Gamble CO

Consumer Defensive
11.4K
+ 10.54%
$136.57 - $153.91 $1.56M - $1.76M
120K $17.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
250
+ 4.18%
$379.5 - $416.78 $94.9K - $104K
6.24K $2.55M
VUG
Vanguard Growth ETF

ETFs
379
+ 9.82%
$209.25 - $249.44 $79.3K - $94.5K
4.24K $1.06M
ACWI
Ishares Msci Acwi ETF

ETFs
1.15K
+ 101.59%
$84.9 - $92.93 $97.9K - $107K
2.29K $208K
DSI
Ishares Msci Kld 400 Social Et

ETFs
80
+ 1.06%
$71.07 - $79.2 $5.69K - $6.34K
7.63K $594K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
631
+ 373.37%
$38.45 - $43.18 $24.3K - $27.2K
800 $32K
DFAS
Dimensional ETF Tr U S Small C

ETFs
350
New
$50.35 - $57.8 $17.6K - $20.2K
350 $18K
DFAT
Dimensional ETF Tr U S Target

ETFs
400
New
$42.38 - $49.75 $17K - $19.9K
400 $17K
FFBC
First Financial Bancorp

Financial Services
750
New
$21.3 - $26.24 $16K - $19.7K
750 $16K
VB
Vanguard Small Cap ETF

ETFs
43
+ 3.48%
$179.51 - $208.76 $7.72K - $8.98K
1.28K $242K
FITB
Fifth Third Bancorp

Financial Services
462
+ 41.43%
$24.95 - $37.85 $11.5K - $17.5K
1.58K $42K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
60
+ 24.0%
$69.41 - $82.63 $4.16K - $4.96K
310 $24K
MNST
Monster Beverage Corp

Consumer Defensive
270
+ 100.0%
$51.6 - $105.1 $13.9K - $28.4K
540 $29K
FSK
Fs Kkr Capital Corp

Financial Services
28
New
$17.45 - $20.0 $489 - $560
28 $0
HEMP
Hemp Inc
1K
New
$0.0 - $0.0 $0 - $0
1K $0
Activity Summary
Buys All Purchases 23 New Holdings 7 Increased Positions 16 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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