Clear Perspective Advisors’s Vanguard Industrials ETF VIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-982	Closed	-$133K	–	421
2018 Q2	$133K	Hold	982	–	–	0.09%	171
2018 Q1	$137K	Sell	982 -218	-18%	-$31.4K	0.1%	163
2017 Q4	$171K	Hold	1,200	–	–	0.13%	145
2017 Q3	$161K	Hold	1,200	–	–	0.13%	146
2017 Q2	$154K	Hold	1,200	–	–	0.13%	138
2017 Q1	$148K	Buy	+1,200	New	+$148K	0.1%	140

Other funds holding VIS

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Clear Perspective Advisors's VIS Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Vanguard Industrials ETF (VIS) in Q3 2018, closing a stake of 982 shares — an estimated $133K sold.

Clear Perspective Advisors first reported a position in VIS in Q1 2017 and held it in 6 quarters. The position peaked at $171K in Q4 2017. 207 funds tracked by Wall St. Rank hold VIS as of Q3 2018.

Clear Perspective Advisors reported no remaining Vanguard Industrials ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 982 Vanguard Industrials ETF shares in Q3 2018, an estimated $133K.
Clear Perspective Advisors first reported a position in Vanguard Industrials ETF in Q1 2017 and held it in 6 quarters.
Clear Perspective Advisors's Vanguard Industrials ETF position peaked at $171K in Q4 2017.
207 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.