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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-300	Closed	-$53K	–	228
2022 Q1	$53K	Sell	300 -31	-9%	-$5.39K	0.02%	92
2021 Q4	$59K	Buy	331 +31	+10%	+$5.51K	0.02%	93
2021 Q3	$51K	Hold	300	–	–	0.02%	93
2021 Q2	$52K	Hold	300	–	–	0.03%	97
2021 Q1	$50K	Buy	+300	New	+$47.3K	0.03%	87

Other funds holding VBR

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Clear Perspectives Financial Planning's VBR Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2022, closing a stake of 300 shares — an estimated $53K sold.

Clear Perspectives Financial Planning first reported a position in VBR in Q1 2021 and held it in 5 quarters. The position peaked at $59K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold VBR as of Q2 2022.

Clear Perspectives Financial Planning reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 300 Vanguard Small-Cap Value ETF shares in Q2 2022, an estimated $53K.
Clear Perspectives Financial Planning first reported a position in Vanguard Small-Cap Value ETF in Q1 2021 and held it in 5 quarters.
Clear Perspectives Financial Planning's Vanguard Small-Cap Value ETF position peaked at $59K in Q4 2021.
1,136 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.