Clear Perspectives Financial Planning, LLC VOO Holdings History
Clear Perspectives Financial Planning, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2023-03-31, Clear Perspectives Financial Planning, LLC held 29,738.00 shares of Vanguard S&P 500 ETF(VOO), totaling $11.18 Mil. This investment constitutes 6.27% of their stock portfolio, and Clear Perspectives Financial Planning, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then Clear Perspectives Financial Planning, LLC has made 6 purchases of VOO, at an average price of $359.82, for a total of 32,195.00 shares. In addition, there have been 3 sales at an average price of $378.76 for 2,457.00 shares. Based on historical transaction data and VOO's current price of $583.26, Clear Perspectives Financial Planning, LLC's estimated gain on his VOO holdings is $6.69 Mil, reflecting a 57.76% gain to date.
Clear Perspectives Financial Planning, LLC VOO ($583.26) Holding Chart
Clear Perspectives Financial Planning, LLC VOO ($583.26) 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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