Clear Perspective Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$736K	Hold	11,552	–	–	0.22%	73
2021 Q3	$684K	Hold	11,552	–	–	0.23%	71
2021 Q2	$685K	Sell	11,552 -200	-2%	-$11.6K	0.24%	74
2021 Q1	$650K	Buy	11,752 +100	+0.9%	+$5.43K	0.25%	73
2020 Q4	$602K	Hold	11,652	–	–	0.25%	76
2020 Q3	$362	Sell	11,652 -300	-3%	-$13.1K	0.17%	99
2020 Q2	$490K	Hold	11,952	–	–	0.27%	70
2020 Q1	$393K	Sell	11,952 -1,496	-11%	-$61.9K	0.26%	74
2019 Q4	$599K	Sell	13,448 -13,208	-50%	-$567K	0.37%	62
2019 Q3	$1.11M	Buy	26,656 +13,448	+102%	+$562K	0.51%	44
2019 Q2	$552K	Sell	13,208 -3,232	-20%	-$132K	0.35%	67
2019 Q1	$661K	Sell	16,440 -4,764	-22%	-$183K	0.47%	58
2018 Q4	$732K	Hold	21,204	–	–	0.61%	46
2018 Q3	$870K	Sell	21,204 -700	-3%	-$28.6K	0.64%	45
2018 Q2	$863K	Sell	21,904 -62,904	-74%	-$2.47M	0.6%	39
2018 Q1	$3.27M	Buy	84,808 +5,416	+7%	+$213K	2.44%	5
2017 Q4	$3.07M	Buy	79,392 +12,388	+18%	+$468K	2.35%	5
2017 Q3	$2.46M	Buy	67,004 +2,020	+3%	+$72.9K	2.01%	6
2017 Q2	$2.31M	Buy	64,984 +3,624	+6%	+$128K	1.95%	5
2017 Q1	$2.14M	Sell	61,360 -3,948	-6%	-$136K	1.41%	9
2016 Q4	$2.15M	Buy	+65,308	New	+$2.11M	1.43%	11

Other funds holding VO

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Clear Perspective Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q4 2021 at 11,552 shares worth $736K. The position accounts for 0.22% of the portfolio, ranked #73.

Clear Perspective Advisors first reported a position in VO in Q4 2016 and has held it in 21 quarters since. The position peaked at $3.27M in Q1 2018. 1,578 funds tracked by Wall St. Rank hold VO as of Q4 2021.

Clear Perspective Advisors held 11,552 shares of Vanguard Morningstar Mid-Cap ETF worth $736K as of Q4 2021.
Clear Perspective Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q4 2021.
Vanguard Morningstar Mid-Cap ETF made up 0.22% of Clear Perspective Advisors's portfolio in Q4 2021, its #73 holding.
Clear Perspective Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $3.27M in Q1 2018.
1,578 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2021.

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