Clear Perspective Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-225	Closed	-$17K	–	430
2018 Q2	$17K	Hold	225	–	–	0.01%	325
2018 Q1	$17K	Buy	225 +190	+543%	+$14.4K	0.01%	317
2017 Q4	$3K	Hold	35	–	–	﹤0.01%	423
2017 Q3	$2K	Hold	35	–	–	﹤0.01%	441
2017 Q2	$2K	Hold	35	–	–	﹤0.01%	443
2017 Q1	$2K	Hold	35	–	–	﹤0.01%	392
2016 Q4	$2K	Buy	+35	New	+$2.12K	﹤0.01%	388

Other funds holding VT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UOT

University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

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

Clear Perspective Advisors sold out of Vanguard Total World Stock ETF (VT) in Q3 2018, closing a stake of 225 shares — an estimated $17K sold.

Clear Perspective Advisors first reported a position in VT in Q4 2016 and held it in 7 quarters. The position peaked at $17K in Q2 2018. 378 funds tracked by Wall St. Rank hold VT as of Q3 2018.

Clear Perspective Advisors reported no remaining Vanguard Total World Stock ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 225 Vanguard Total World Stock ETF shares in Q3 2018, an estimated $17K.
Clear Perspective Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Vanguard Total World Stock ETF position peaked at $17K in Q2 2018.
378 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2018.

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