CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC – Vanguard 500 Index Fund Transaction History
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio value:
$4.41M
portfolio value
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.83% | 1.20K shares | 168K | $328.3 | 13.43K |
| Q2 2022 | share | Increase | +31.40% | 2.92K shares | 378K | $346.88 | 12.23K |
| Q1 2022 | share | Decrease | -11.12% | -1.16K shares | -708K | $415.17 | 9.31K |
| Q4 2021 | share | Increase | +3.40% | 344 shares | 577K | $437.77 | 10.47K |
| Q3 2021 | share | Increase | +28.66% | 2.25K shares | 897K | $394.4 | 10.13K |
| Q2 2021 | share | Increase | +1.21% | 94 shares | 265K | $392.24 | 7.87K |
| Q1 2021 | share | Decrease | -4.54% | -370 shares | 33K | $361.88 | 7.78K |
| Q4 2020 | share | Increase | 0.00% | 8.15K shares | 2.80M | $340.23 | 8.15K |