Clear Perspectives Financial Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$11.2M	Buy	29,738 +17,225	+138%	+$6.32M	6.27%	5
2022 Q4	$4.4M	Sell	12,513 -922	-7%	-$326K	2.34%	14
2022 Q3	$4.41M	Buy	13,435 +1,202	+10%	+$439K	2.16%	11
2022 Q2	$4.24M	Buy	12,233 +2,923	+31%	+$1.1M	1.65%	14
2022 Q1	$3.87M	Sell	9,310 -1,165	-11%	-$477K	1.46%	17
2021 Q4	$4.57M	Buy	10,475 +344	+3%	+$145K	1.85%	14
2021 Q3	$4M	Buy	10,131 +2,257	+29%	+$916K	1.81%	16
2021 Q2	$3.1M	Buy	7,874 +94	+1%	+$36.1K	1.5%	17
2021 Q1	$2.83M	Sell	7,780 -370	-5%	-$131K	1.64%	15
2020 Q4	$2.8M	Buy	+8,150	New	+$2.66M	1.77%	18

Other funds holding VOO

RJA

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Clear Perspectives Financial Planning increased its Vanguard S&P 500 ETF (VOO) stake by 138% in Q1 2023, buying an estimated $6.32M and bringing the position to 29,738 shares worth $11.2M. The position accounts for 6.27% of the portfolio, ranked #5.

Clear Perspectives Financial Planning first reported a position in VOO in Q4 2020 and has held it in 10 quarters since. 2,281 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

Clear Perspectives Financial Planning held 29,738 shares of Vanguard S&P 500 ETF worth $11.2M as of Q1 2023.
Clear Perspectives Financial Planning bought 17,225 Vanguard S&P 500 ETF shares in Q1 2023, an estimated $6.32M.
Vanguard S&P 500 ETF made up 6.27% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #5 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 10 quarters since.
2,281 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

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