Clear Perspectives Financial Planning’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$7.48M	Buy	165,572 +165,411	+102,740%	+$7.37M	4.19%	10
2022 Q4	$6.76K	Buy	+161	New	+$6.52K	﹤0.01%	168
2022 Q2	–	Sell	-3,638	Closed	-$175K	–	229
2022 Q1	$175K	Sell	3,638 -217	-6%	-$10.6K	0.07%	53
2021 Q4	$197K	Sell	3,855 -1,078	-22%	-$55.4K	0.08%	57
2021 Q3	$249K	Sell	4,933 -1,171	-19%	-$60.9K	0.11%	55
2021 Q2	$314K	Buy	6,104 +5,833	+2,152%	+$301K	0.15%	50
2021 Q1	$13K	Hold	271	–	–	0.01%	142
2020 Q4	$13K	Buy	+271	New	+$11.9K	0.01%	137

Other funds holding VEA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Clear Perspectives Financial Planning increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 102,740% in Q1 2023, buying an estimated $7.37M and bringing the position to 165,572 shares worth $7.48M. The position accounts for 4.19% of the portfolio, ranked #10.

Clear Perspectives Financial Planning first reported a position in VEA in Q4 2020 and has held it in 8 quarters since. 1,880 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

Clear Perspectives Financial Planning held 165,572 shares of Vanguard FTSE Developed Markets ETF worth $7.48M as of Q1 2023.
Clear Perspectives Financial Planning bought 165,411 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $7.37M.
Vanguard FTSE Developed Markets ETF made up 4.19% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #10 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 8 quarters since.
1,880 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

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