Clear Perspectives Financial Planning, LLC VEA Holdings History
Clear Perspectives Financial Planning, LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2023-03-31, Clear Perspectives Financial Planning, LLC held 165,572.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $7.48 Mil. This investment constitutes 4.19% of their stock portfolio, and Clear Perspectives Financial Planning, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2020Q4. And since then Clear Perspectives Financial Planning, LLC has made 3 purchases of VEA, at an average price of $44.64, for a total of 171,676.00 shares. In addition, there have been 4 sales at an average price of $46.85 for 6,104.00 shares. Based on historical transaction data and VEA's current price of $58.50, Clear Perspectives Financial Planning, LLC's estimated gain on his VEA holdings is $2.31 Mil, reflecting a 30.13% gain to date.
Clear Perspectives Financial Planning, LLC VEA ($58.50) Holding Chart
Clear Perspectives Financial Planning, LLC VEA ($58.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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