Clear Perspectives Financial Planning’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$133K	Sell	2,524 -120	-5%	-$6.38K	0.07%	49
2022 Q4	$135K	Sell	2,644 -280	-10%	-$14.3K	0.07%	51
2022 Q3	$137K	Sell	2,924 -52	-2%	-$2.72K	0.07%	54
2022 Q2	$147K	Sell	2,976 -928	-24%	-$50.1K	0.06%	59
2022 Q1	$232K	Sell	3,904 -400	-9%	-$23.5K	0.09%	49
2021 Q4	$274K	Sell	4,304 -1,264	-23%	-$79.2K	0.11%	51
2021 Q3	$330K	Buy	5,568 +280	+5%	+$16.9K	0.15%	49
2021 Q2	$314K	Hold	5,288	–	–	0.15%	51
2021 Q1	$293K	Buy	5,288 +484	+10%	+$26.3K	0.17%	47
2020 Q4	$248K	Buy	+4,804	New	+$233K	0.16%	49

Other funds holding VO

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Clear Perspectives Financial Planning reduced its Vanguard Mid-Cap ETF (VO) stake by 4.5% in Q1 2023, selling an estimated $6.38K and leaving 2,524 shares worth $133K. The position accounts for 0.07% of the portfolio, ranked #49.

Clear Perspectives Financial Planning first reported a position in VO in Q4 2020 and has held it in 10 quarters since. The position peaked at $330K in Q3 2021. 1,616 funds tracked by Wall St. Rank hold VO as of Q1 2023.

Clear Perspectives Financial Planning held 2,524 shares of Vanguard Mid-Cap ETF worth $133K as of Q1 2023.
Clear Perspectives Financial Planning sold 120 Vanguard Mid-Cap ETF shares in Q1 2023, an estimated $6.38K.
Vanguard Mid-Cap ETF made up 0.07% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #49 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Vanguard Mid-Cap ETF position peaked at $330K in Q3 2021.
1,616 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2023.

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