Clear Perspective Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$345K	Buy	6,977 +216	+3%	+$10.9K	0.1%	129
2021 Q3	$338K	Sell	6,761 -7	-0.1%	-$362	0.12%	119
2021 Q2	$368K	Sell	6,768 -15	-0.2%	-$799	0.13%	115
2021 Q1	$353K	Sell	6,783 -5,010	-42%	-$267K	0.14%	110
2020 Q4	$591K	Sell	11,793 -57	-0.5%	-$2.68K	0.24%	77
2020 Q3	$611	Sell	11,850 -67	-0.6%	-$2.91K	0.29%	66
2020 Q2	$472K	Sell	11,917 -1,667	-12%	-$61.7K	0.26%	73
2020 Q1	$456K	Sell	13,584 -2,541	-16%	-$104K	0.3%	65
2019 Q4	$717K	Sell	16,125 -15,949	-50%	-$676K	0.44%	54
2019 Q3	$1.33M	Buy	32,074 +16,037	+100%	+$662K	0.6%	36
2019 Q2	$682K	Sell	16,037 -5,400	-25%	-$227K	0.44%	57
2019 Q1	$911K	Sell	21,437 -3,980	-16%	-$164K	0.65%	40
2018 Q4	$968K	Sell	25,417 -9,124	-26%	-$353K	0.8%	32
2018 Q3	$1.42M	Sell	34,541 -525	-1%	-$22.1K	1.05%	23
2018 Q2	$1.48M	Sell	35,066 -3,157	-8%	-$143K	1.04%	21
2018 Q1	$1.8M	Sell	38,223 -163	-0.4%	-$7.82K	1.34%	14
2017 Q4	$1.76M	Buy	38,386 +1,391	+4%	+$62.2K	1.35%	13
2017 Q3	$1.61M	Buy	36,995 +1,502	+4%	+$65K	1.32%	13
2017 Q2	$1.45M	Buy	35,493 +1,198	+3%	+$48.6K	1.22%	17
2017 Q1	$1.36M	Buy	34,295 +19,795	+137%	+$764K	0.9%	22
2016 Q4	$519K	Buy	+14,500	New	+$531K	0.34%	68

Other funds holding VWO

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

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

Clear Perspective Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.2% in Q4 2021, buying an estimated $10.9K and bringing the position to 6,977 shares worth $345K. The position accounts for 0.1% of the portfolio, ranked #129.

Clear Perspective Advisors first reported a position in VWO in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.8M in Q1 2018. 1,920 funds tracked by Wall St. Rank hold VWO as of Q4 2021.

Clear Perspective Advisors held 6,977 shares of Vanguard FTSE Emerging Markets ETF worth $345K as of Q4 2021.
Clear Perspective Advisors bought 216 Vanguard FTSE Emerging Markets ETF shares in Q4 2021, an estimated $10.9K.
Vanguard FTSE Emerging Markets ETF made up 0.1% of Clear Perspective Advisors's portfolio in Q4 2021, its #129 holding.
Clear Perspective Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $1.8M in Q1 2018.
1,920 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2021.

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