Clear Perspective Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$887K	Buy	3,672 +45	+1%	+$10.6K	0.27%	65
2021 Q3	$805K	Buy	3,627 +60	+2%	+$13.7K	0.28%	66
2021 Q2	$795K	Sell	3,567 -25	-0.7%	-$5.43K	0.28%	64
2021 Q1	$742K	Hold	3,592	–	–	0.29%	70
2020 Q4	$699K	Sell	3,592 -97	-3%	-$17.7K	0.29%	64
2020 Q3	$1.24K	Buy	3,689 +485	+15%	+$81.6K	0.58%	32
2020 Q2	$502K	Buy	3,204 +384	+14%	+$56.6K	0.27%	67
2020 Q1	$364K	Buy	2,820 +300	+12%	+$46.4K	0.24%	77
2019 Q4	$412K	Sell	2,520 -2,630	-51%	-$412K	0.26%	90
2019 Q3	$775K	Buy	5,150 +2,575	+100%	+$388K	0.35%	63
2019 Q2	$386K	Sell	2,575 -220	-8%	-$32.4K	0.25%	95
2019 Q1	$404K	Sell	2,795 -555	-17%	-$77.4K	0.29%	91
2018 Q4	$428K	Sell	3,350 -700	-17%	-$96.6K	0.36%	84
2018 Q3	$606K	Buy	4,050 +2,850	+238%	+$419K	0.45%	70
2018 Q2	$585K	Sell	1,200 -2,967	-71%	-$414K	0.41%	72
2018 Q1	$566K	Sell	4,167 -465	-10%	-$65.2K	0.42%	70
2017 Q4	$636K	Buy	4,632 +22	+0.5%	+$2.94K	0.49%	56
2017 Q3	$597K	Buy	4,610 +153	+3%	+$19.4K	0.49%	54
2017 Q2	$555K	Buy	4,457 +2,014	+82%	+$248K	0.47%	54
2017 Q1	$296K	Buy	2,443 +1,620	+197%	+$194K	0.2%	95
2016 Q4	$95K	Buy	+823	New	+$92.6K	0.06%	164

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Clear Perspective Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q4 2021, buying an estimated $10.6K and bringing the position to 3,672 shares worth $887K. The position accounts for 0.27% of the portfolio, ranked #65.

Clear Perspective Advisors first reported a position in VTI in Q4 2016 and has held it in 21 quarters since. 2,232 funds tracked by Wall St. Rank hold VTI as of Q4 2021.

Clear Perspective Advisors held 3,672 shares of Vanguard Morningstar Total Stock Market ETF worth $887K as of Q4 2021.
Clear Perspective Advisors bought 45 Vanguard Morningstar Total Stock Market ETF shares in Q4 2021, an estimated $10.6K.
Vanguard Morningstar Total Stock Market ETF made up 0.27% of Clear Perspective Advisors's portfolio in Q4 2021, its #65 holding.
Clear Perspective Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 21 quarters since.
2,232 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2021.

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