Clear Perspectives Financial Planning’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-250	Closed	-$19K	–	263
2022 Q3	$19K	Hold	250	–	–	0.01%	126
2022 Q2	$19K	Sell	250 -150	-38%	-$12.7K	0.01%	135
2022 Q1	$37K	Hold	400	–	–	0.01%	110
2021 Q4	$39K	Hold	400	–	–	0.02%	117
2021 Q3	$37K	Buy	+400	New	+$36.9K	0.02%	114

Other funds holding VFH

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Clear Perspectives Financial Planning's VFH Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Vanguard Financials ETF (VFH) in Q4 2022, closing a stake of 250 shares — an estimated $19K sold.

Clear Perspectives Financial Planning first reported a position in VFH in Q3 2021 and held it in 5 quarters. The position peaked at $39K in Q4 2021. 579 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

Clear Perspectives Financial Planning reported no remaining Vanguard Financials ETF position as of Q4 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 250 Vanguard Financials ETF shares in Q4 2022, an estimated $19K.
Clear Perspectives Financial Planning first reported a position in Vanguard Financials ETF in Q3 2021 and held it in 5 quarters.
Clear Perspectives Financial Planning's Vanguard Financials ETF position peaked at $39K in Q4 2021.
579 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.