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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$75.1K	Sell	560 -188	-25%	-$26.1K	0.04%	57
2022 Q4	$101K	Sell	748 -860	-53%	-$115K	0.05%	56
2022 Q3	$196K	Sell	1,608 -360	-18%	-$48.7K	0.1%	47
2022 Q2	$255K	Sell	1,968 -1,718	-47%	-$243K	0.1%	44
2022 Q1	$552K	Hold	3,686	–	–	0.21%	38
2021 Q4	$554K	Buy	3,686 +101	+3%	+$14.8K	0.22%	39
2021 Q3	$501K	Buy	3,585 +270	+8%	+$38.4K	0.23%	41
2021 Q2	$466K	Hold	3,315	–	–	0.23%	41
2021 Q1	$447K	Buy	3,315 +49	+2%	+$6.27K	0.26%	39
2020 Q4	$389K	Buy	+3,266	New	+$366K	0.25%	37

Other funds holding VOE

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

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

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

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Clear Perspectives Financial Planning reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 25% in Q1 2023, selling an estimated $26.1K and leaving 560 shares worth $75.1K. The position accounts for 0.04% of the portfolio, ranked #57.

Clear Perspectives Financial Planning first reported a position in VOE in Q4 2020 and has held it in 10 quarters since. The position peaked at $554K in Q4 2021. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

Clear Perspectives Financial Planning held 560 shares of Vanguard Mid-Cap Value ETF worth $75.1K as of Q1 2023.
Clear Perspectives Financial Planning sold 188 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $26.1K.
Vanguard Mid-Cap Value ETF made up 0.04% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #57 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Vanguard Mid-Cap Value ETF position peaked at $554K in Q4 2021.
905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

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