Clear Perspectives Financial Planning’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$208K	Hold	2,263	–	–	0.12%	40
2022 Q4	$195K	Sell	2,263 -760	-25%	-$64.9K	0.1%	45
2022 Q3	$238K	Sell	3,023 -1,650	-35%	-$145K	0.12%	43
2022 Q2	$399K	Sell	4,673 -6,114	-57%	-$565K	0.16%	37
2022 Q1	$1.09M	Sell	10,787 -1,068	-9%	-$108K	0.41%	34
2021 Q4	$1.27M	Sell	11,855 -1,923	-14%	-$204K	0.52%	33
2021 Q3	$1.4M	Buy	13,778 +1,154	+9%	+$121K	0.64%	28
2021 Q2	$1.31M	Buy	12,624 +674	+6%	+$68.7K	0.63%	30
2021 Q1	$1.16M	Buy	11,950 +2,522	+27%	+$243K	0.67%	30
2020 Q4	$873K	Buy	+9,428	New	+$818K	0.55%	30

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Clear Perspectives Financial Planning held its Vanguard Total World Stock ETF (VT) position steady in Q1 2023 at 2,263 shares worth $208K. The position accounts for 0.12% of the portfolio, ranked #40.

Clear Perspectives Financial Planning first reported a position in VT in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.4M in Q3 2021. 733 funds tracked by Wall St. Rank hold VT as of Q1 2023.

Clear Perspectives Financial Planning held 2,263 shares of Vanguard Total World Stock ETF worth $208K as of Q1 2023.
Clear Perspectives Financial Planning left its Vanguard Total World Stock ETF share count unchanged in Q1 2023.
Vanguard Total World Stock ETF made up 0.12% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #40 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Vanguard Total World Stock ETF position peaked at $1.4M in Q3 2021.
733 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2023.

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