CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC – Vanguard Mid-Cap Value Index Fund Transaction History
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio value:
$196,000
portfolio value
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC quarter portfolio value change:
-5.98%
quarter
Vanguard Mid-Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -18.29% | -360 shares | -59K | $121.77 | 1.60K |
| Q2 2022 | share | Decrease | -46.61% | -1.71K shares | -297K | $129.52 | 1.96K |
| Q1 2022 | share | 0.00% | 0 shares | -2K | $149.67 | 3.68K | |
| Q4 2021 | share | Increase | +2.82% | 101 shares | 53K | $150.11 | 3.68K |
| Q3 2021 | share | Increase | +8.14% | 270 shares | 35K | $139.61 | 3.58K |
| Q2 2021 | share | 0.00% | 0 shares | 19K | $139.93 | 3.31K | |
| Q1 2021 | share | Increase | +1.50% | 49 shares | 58K | $133.67 | 3.31K |
| Q4 2020 | share | Increase | 0.00% | 3.26K shares | 389K | $117.42 | 3.26K |