Clear Perspectives Financial Planning’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-100	Closed	-$20K	–	239
2022 Q2	$20K	Sell	100 -50	-33%	-$10.8K	0.01%	129
2022 Q1	$37K	Sell	150 -459	-75%	-$113K	0.01%	109
2021 Q4	$172K	Sell	609 -280	-31%	-$80.3K	0.07%	60
2021 Q3	$249K	Sell	889 -293	-25%	-$83.9K	0.11%	54
2021 Q2	$343K	Buy	1,182 +41	+4%	+$11.5K	0.17%	48
2021 Q1	$313K	Buy	1,141 +345	+43%	+$97.3K	0.18%	45
2020 Q4	$213K	Buy	+796	New	+$192K	0.14%	52

Other funds holding VBK

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Clear Perspectives Financial Planning's VBK Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2022, closing a stake of 100 shares — an estimated $20K sold.

Clear Perspectives Financial Planning first reported a position in VBK in Q4 2020 and held it in 7 quarters. The position peaked at $343K in Q2 2021. 798 funds tracked by Wall St. Rank hold VBK as of Q3 2022.

Clear Perspectives Financial Planning reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 100 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2022, an estimated $20K.
Clear Perspectives Financial Planning first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and held it in 7 quarters.
Clear Perspectives Financial Planning's Vanguard Morningstar Small-Cap Growth ETF position peaked at $343K in Q2 2021.
798 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.