Clear Perspectives Financial Planning, LLC VIG Holdings History
Clear Perspectives Financial Planning, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2023-03-31, Clear Perspectives Financial Planning, LLC held 68,074.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $10.48 Mil. This investment constitutes 5.88% of their stock portfolio, and Clear Perspectives Financial Planning, LLC now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2020Q4. And since then Clear Perspectives Financial Planning, LLC has made 1 purchases of VIG, at an average price of $142.34, for a total of 146,840.00 shares. In addition, there have been 8 sales at an average price of $156.36 for 78,766.00 shares. Based on historical transaction data and VIG's current price of $206.17, Clear Perspectives Financial Planning, LLC's estimated gain on his VIG holdings is $5.45 Mil, reflecting a 26.08% gain to date.
Clear Perspectives Financial Planning, LLC VIG ($206.17) Holding Chart
Clear Perspectives Financial Planning, LLC VIG ($206.17) 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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