CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC – Vanguard Utilities Index Fund Transaction History
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio value:
$85,000
portfolio value
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC quarter portfolio value change:
-6.62%
quarter
Vanguard Utilities Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -6K | $142.26 | 600 | |
| Q2 2022 | share | 0.00% | 0 shares | -6K | $152.35 | 600 | |
| Q1 2022 | share | 0.00% | 0 shares | 3K | $161.81 | 600 | |
| Q4 2021 | share | 0.00% | 0 shares | 11K | $155.79 | 600 | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $139.14 | 600 | |
| Q2 2021 | share | Increase | +33.33% | 150 shares | 20K | $137.6 | 600 |
| Q1 2021 | share | Decrease | -0.88% | -4 shares | 1K | $138.34 | 450 |
| Q4 2020 | share | Increase | 0.00% | 454 shares | 62K | $134.18 | 454 |