Clear Perspective Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$14.2M	Sell	32,562 -648	-2%	-$274K	4.31%	4
2021 Q3	$13.1M	Buy	33,210 +934	+3%	+$379K	4.48%	4
2021 Q2	$12.7M	Sell	32,276 -1,135	-3%	-$436K	4.41%	4
2021 Q1	$12.2M	Buy	33,411 +184	+0.6%	+$65.2K	4.76%	4
2020 Q4	$11.4M	Sell	33,227 -876	-3%	-$286K	4.67%	5
2020 Q3	$203	Sell	34,103 -15,001	-31%	-$4.57M	0.1%	132
2020 Q2	$13.9M	Sell	49,104 -2,954	-6%	-$795K	7.59%	2
2020 Q1	$12.3M	Buy	52,058 +2,610	+5%	+$731K	8.23%	2
2019 Q4	$14.6M	Sell	49,448 -51,411	-51%	-$14.5M	9.05%	1
2019 Q3	$27.3M	Buy	100,859 +51,190	+103%	+$13.9M	12.39%	1
2019 Q2	$13.4M	Buy	49,669 +8,924	+22%	+$2.36M	8.58%	1
2019 Q1	$10.6M	Sell	40,745 -1,753	-4%	-$438K	7.5%	1
2018 Q4	$9.7M	Buy	42,498 +4,824	+13%	+$1.19M	8.06%	1
2018 Q3	$10.1M	Buy	37,674 +2,945	+8%	+$771K	7.46%	1
2018 Q2	$8.65M	Buy	34,729 +5,408	+18%	+$1.34M	6.05%	1
2018 Q1	$7.1M	Buy	29,321 +508	+2%	+$127K	5.3%	2
2017 Q4	$7.07M	Buy	28,813 +729	+3%	+$174K	5.4%	2
2017 Q3	$6.48M	Buy	28,084 +403	+1%	+$91.3K	5.29%	2
2017 Q2	$6.15M	Buy	27,681 +884	+3%	+$195K	5.17%	2
2017 Q1	$5.8M	Sell	26,797 -1,281	-5%	-$273K	3.83%	5
2016 Q4	$5.76M	Buy	+28,078	New	+$5.63M	3.82%	4

Other funds holding VOO

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

RJA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Clear Perspective Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 2% in Q4 2021, selling an estimated $274K and leaving 32,562 shares worth $14.2M. The position accounts for 4.31% of the portfolio, ranked #4.

Clear Perspective Advisors first reported a position in VOO in Q4 2016 and has held it in 21 quarters since. The position peaked at $27.3M in Q3 2019. 2,108 funds tracked by Wall St. Rank hold VOO as of Q4 2021.

Clear Perspective Advisors held 32,562 shares of Vanguard S&P 500 ETF worth $14.2M as of Q4 2021.
Clear Perspective Advisors sold 648 Vanguard S&P 500 ETF shares in Q4 2021, an estimated $274K.
Vanguard S&P 500 ETF made up 4.31% of Clear Perspective Advisors's portfolio in Q4 2021, its #4 holding.
Clear Perspective Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Vanguard S&P 500 ETF position peaked at $27.3M in Q3 2019.
2,108 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2021.

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