Clear Perspectives Financial Planning, LLC VOOV Holdings History
Clear Perspectives Financial Planning, LLC's Vanguard S&P 500 Value ETF Holding Summary
As of 2023-03-31, Clear Perspectives Financial Planning, LLC held 63,978.00 shares of Vanguard S&P 500 Value ETF(VOOV), totaling $9.39 Mil. This investment constitutes 5.26% of their stock portfolio, and Clear Perspectives Financial Planning, LLC now holds 0.29% of the outstanding Vanguard S&P 500 Value ETF(VOOV) stock.
The initial trade took place in 2022Q4. And since then Clear Perspectives Financial Planning, LLC has made 2 purchases of VOOV, at an average price of $144.85, for a total of 63,978.00 shares. Based on historical transaction data and VOOV's current price of $193.12, Clear Perspectives Financial Planning, LLC's estimated gain on his VOOV holdings is $3.09 Mil, reflecting a 33.32% gain to date.
Clear Perspectives Financial Planning, LLC VOOV ($193.12) Holding Chart
Clear Perspectives Financial Planning, LLC VOOV ($193.12) 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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