Clear Perspectives Financial Planning’s Vanguard Small-Cap ETF VB Stock Holding History

Clear Perspectives Financial Planning’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$243K	Buy	1,280 +43	+3%	+$8.34K	0.14%	35
2022 Q4	$227K	Sell	1,237 -3	-0.2%	-$556	0.12%	44
2022 Q3	$212K	Sell	1,240 -199	-14%	-$37.6K	0.1%	45
2022 Q2	$253K	Sell	1,439 -368	-20%	-$71.1K	0.1%	45
2022 Q1	$384K	Sell	1,807 -129	-7%	-$27.2K	0.15%	40
2021 Q4	$438K	Sell	1,936 -50	-3%	-$11.4K	0.18%	42
2021 Q3	$434K	Buy	1,986 +78	+4%	+$17.3K	0.2%	44
2021 Q2	$430K	Buy	1,908 +104	+6%	+$23K	0.21%	43
2021 Q1	$386K	Sell	1,804 -69	-4%	-$14.5K	0.22%	41
2020 Q4	$365K	Buy	+1,873	New	+$330K	0.23%	39

Other funds holding VB

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Clear Perspectives Financial Planning's VB Position: Q1 2023 in Review

Clear Perspectives Financial Planning increased its Vanguard Small-Cap ETF (VB) stake by 3.5% in Q1 2023, buying an estimated $8.34K and bringing the position to 1,280 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #35.

Clear Perspectives Financial Planning first reported a position in VB in Q4 2020 and has held it in 10 quarters since. The position peaked at $438K in Q4 2021. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

Clear Perspectives Financial Planning held 1,280 shares of Vanguard Small-Cap ETF worth $243K as of Q1 2023.
Clear Perspectives Financial Planning bought 43 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $8.34K.
Vanguard Small-Cap ETF made up 0.14% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #35 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Vanguard Small-Cap ETF position peaked at $438K in Q4 2021.
1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.