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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$277K	Hold	1,420	–	–	0.16%	33
2022 Q4	$255K	Hold	1,420	–	–	0.14%	41
2022 Q3	$242K	Sell	1,420 -130	-8%	-$24.6K	0.12%	42
2022 Q2	$272K	Sell	1,550 -3,152	-67%	-$610K	0.11%	43
2022 Q1	$1.05M	Sell	4,702 -580	-11%	-$128K	0.4%	35
2021 Q4	$1.34M	Sell	5,282 -256	-5%	-$64.5K	0.54%	30
2021 Q3	$1.31M	Sell	5,538 -139	-2%	-$33.7K	0.59%	29
2021 Q2	$1.34M	Sell	5,677 -125	-2%	-$28K	0.65%	29
2021 Q1	$1.25M	Sell	5,802 -100	-2%	-$21.7K	0.72%	27
2020 Q4	$1.25M	Buy	+5,902	New	+$1.16M	0.79%	28

Other funds holding VOT

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

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

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

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

Clear Perspectives Financial Planning held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2023 at 1,420 shares worth $277K. The position accounts for 0.16% of the portfolio, ranked #33.

Clear Perspectives Financial Planning first reported a position in VOT in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2021. 746 funds tracked by Wall St. Rank hold VOT as of Q1 2023.

Clear Perspectives Financial Planning held 1,420 shares of Vanguard Mid-Cap Growth ETF worth $277K as of Q1 2023.
Clear Perspectives Financial Planning left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2023.
Vanguard Mid-Cap Growth ETF made up 0.16% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #33 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Vanguard Mid-Cap Growth ETF position peaked at $1.34M in Q4 2021.
746 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2023.

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