Clear Perspectives Financial Planning’s Vanguard Industrials ETF VIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$19.1K	Sell	100 -100	-50%	-$19K	0.01%	115
2022 Q4	$36.5K	Sell	200 -450	-69%	-$80.5K	0.02%	96
2022 Q3	$102K	Sell	650 -150	-19%	-$26.1K	0.05%	59
2022 Q2	$131K	Hold	800	–	–	0.05%	61
2022 Q1	$156K	Hold	800	–	–	0.06%	58
2021 Q4	$162K	Hold	800	–	–	0.07%	62
2021 Q3	$150K	Hold	800	–	–	0.07%	65
2021 Q2	$157K	Buy	800 +100	+14%	+$19.7K	0.08%	65
2021 Q1	$132K	Hold	700	–	–	0.08%	62
2020 Q4	$119K	Buy	+700	New	+$112K	0.08%	63

Other funds holding VIS

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Clear Perspectives Financial Planning reduced its Vanguard Industrials ETF (VIS) stake by 50% in Q1 2023, selling an estimated $19K and leaving 100 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #115.

Clear Perspectives Financial Planning first reported a position in VIS in Q4 2020 and has held it in 10 quarters since. The position peaked at $162K in Q4 2021. 389 funds tracked by Wall St. Rank hold VIS as of Q1 2023.

Clear Perspectives Financial Planning held 100 shares of Vanguard Industrials ETF worth $19.1K as of Q1 2023.
Clear Perspectives Financial Planning sold 100 Vanguard Industrials ETF shares in Q1 2023, an estimated $19K.
Vanguard Industrials ETF made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #115 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Vanguard Industrials ETF position peaked at $162K in Q4 2021.
389 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2023.

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