Clear Perspective Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Clear Perspective Advisors’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$642K	Sell	12,573 -228	-2%	-$11.7K	0.19%	82
2021 Q3	$646K	Sell	12,801 -36	-0.3%	-$1.87K	0.22%	74
2021 Q2	$661K	Sell	12,837 -200	-2%	-$10.3K	0.23%	75
2021 Q1	$640K	Hold	13,037	–	–	0.25%	75
2020 Q4	$615K	Sell	13,037 -95	-0.7%	-$4.18K	0.25%	74
2020 Q3	$334	Sell	13,132 -155	-1%	-$6.36K	0.16%	105
2020 Q2	$515K	Sell	13,287 -950	-7%	-$34.7K	0.28%	66
2020 Q1	$475K	Sell	14,237 -945	-6%	-$37.9K	0.32%	63
2019 Q4	$669K	Sell	15,182 -16,232	-52%	-$692K	0.41%	59
2019 Q3	$1.3M	Buy	31,414 +15,207	+94%	+$621K	0.59%	37
2019 Q2	$676K	Sell	16,207 -389	-2%	-$16K	0.43%	59
2019 Q1	$678K	Sell	16,596 -7,500	-31%	-$300K	0.48%	56
2018 Q4	$894K	Buy	24,096 +650	+3%	+$25.7K	0.74%	36
2018 Q3	$1.01M	Buy	23,446 +8,375	+56%	+$361K	0.75%	34
2018 Q2	$647K	Buy	15,071 +1,987	+15%	+$88.6K	0.45%	66
2018 Q1	$579K	Buy	13,084 +2,025	+18%	+$91.9K	0.43%	65
2017 Q4	$496K	Buy	11,059 +3,189	+41%	+$141K	0.38%	76
2017 Q3	$342K	Sell	7,870 -3,100	-28%	-$132K	0.28%	95
2017 Q2	$453K	Hold	10,970	–	–	0.38%	70
2017 Q1	$431K	Sell	10,970 -2,500	-19%	-$95.8K	0.28%	75
2016 Q4	$492K	Buy	+13,470	New	+$491K	0.33%	70

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Perspective Advisors's VEA Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.8% in Q4 2021, selling an estimated $11.7K and leaving 12,573 shares worth $642K. The position accounts for 0.19% of the portfolio, ranked #82.

Clear Perspective Advisors first reported a position in VEA in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.3M in Q3 2019. 1,816 funds tracked by Wall St. Rank hold VEA as of Q4 2021.

Clear Perspective Advisors held 12,573 shares of Vanguard FTSE Developed Markets ETF worth $642K as of Q4 2021.
Clear Perspective Advisors sold 228 Vanguard FTSE Developed Markets ETF shares in Q4 2021, an estimated $11.7K.
Vanguard FTSE Developed Markets ETF made up 0.19% of Clear Perspective Advisors's portfolio in Q4 2021, its #82 holding.
Clear Perspective Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Vanguard FTSE Developed Markets ETF position peaked at $1.3M in Q3 2019.
1,816 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.