Number of Shares
29,738.00
Current Holdings Value*
$11.18 Mil
% of Portfolio
6.27%
Total Estimate Gain
$6.53 Mil
% of Total Estimate Gain
56.40%

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 $577.95, Clear Perspectives Financial Planning, LLC's estimated gain on his VOO holdings is $6.53 Mil, reflecting a 56.40% gain to date.

Clear Perspectives Financial Planning, LLC VOO ($577.95) Holding Chart

Clear Perspectives Financial Planning, LLC VOO ($577.95) 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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