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Clear Perspectives Financial Planning’s Vanguard 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return