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Clear Perspective Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Clear Perspective Advisors’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-300
Closed -$35K – 518
2017
Q2 		$35K Hold
300
– – 0.03% 253
2017
Q1 		$34K Buy
300
+100
+50% +$11.1K 0.02% 240
2016
Q4 		$21K Buy
+200
New +$21K 0.01% 266

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Clear Perspective Advisors's VOT Position: Q3 2017 in Review

Clear Perspective Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2017, closing a stake of 300 shares — an estimated $35K sold.

Clear Perspective Advisors first reported a position in VOT in Q4 2016 and held it in 3 quarters. The position peaked at $35K in Q2 2017. 302 funds tracked by Wall St. Rank hold VOT as of Q3 2017.

  • Clear Perspective Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 300 Vanguard Mid-Cap Growth ETF shares in Q3 2017, an estimated $35K.
  • Clear Perspective Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2016 and held it in 3 quarters.
  • Clear Perspective Advisors's Vanguard Mid-Cap Growth ETF position peaked at $35K in Q2 2017.
  • 302 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.