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 $666B AUM 30.12% 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

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

Bank of America

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Royal Bank of Canada

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

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