Clear Perspectives Financial Planning, LLC VXUS Holdings History
Clear Perspectives Financial Planning, LLC's Vanguard Total International Stock Holding Summary
As of 2023-03-31, Clear Perspectives Financial Planning, LLC held 138,081.00 shares of Vanguard Total International Stock(VXUS), totaling $7.62 Mil. This investment constitutes 4.27% of their stock portfolio, and Clear Perspectives Financial Planning, LLC now holds 0.01% of the outstanding Vanguard Total International Stock(VXUS) stock.
The initial trade took place in 2020Q4. And since then Clear Perspectives Financial Planning, LLC has made 1 purchases of VXUS, at an average price of $54.54, for a total of 138,156.00 shares. In addition, there have been 1 sales at an average price of $54.99 for 75.00 shares. Based on historical transaction data and VXUS's current price of $69.82, Clear Perspectives Financial Planning, LLC's estimated gain on his VXUS holdings is $2.11 Mil, reflecting a 28.00% gain to date.
Clear Perspectives Financial Planning, LLC VXUS ($69.82) Holding Chart
Clear Perspectives Financial Planning, LLC VXUS ($69.82) 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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