Clear Perspectives Financial Planning’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$2.04M	Sell	10,017 -100	-1%	-$20K	1.15%	20
2022 Q4	$1.93M	Buy	10,117 +172	+2%	+$33.1K	1.03%	22
2022 Q3	$1.78M	Sell	9,945 -5	-0.1%	-$997	0.88%	23
2022 Q2	$1.88M	Sell	9,950 -1,427	-13%	-$293K	0.73%	23
2022 Q1	$2.59M	Buy	11,377 +817	+8%	+$184K	0.98%	25
2021 Q4	$2.55M	Buy	10,560 +232	+2%	+$54.8K	1.03%	25
2021 Q3	$2.29M	Buy	10,328 +1,029	+11%	+$235K	1.04%	25
2021 Q2	$2.07M	Buy	9,299 +175	+2%	+$38K	1%	24
2021 Q1	$1.89M	Sell	9,124 -49	-0.5%	-$9.91K	1.09%	23
2020 Q4	$1.78M	Buy	+9,173	New	+$1.68M	1.13%	22

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Clear Perspectives Financial Planning reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.99% in Q1 2023, selling an estimated $20K and leaving 10,017 shares worth $2.04M. The position accounts for 1.15% of the portfolio, ranked #20.

Clear Perspectives Financial Planning first reported a position in VTI in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.59M in Q1 2022. 2,330 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

Clear Perspectives Financial Planning held 10,017 shares of Vanguard Total Stock Market ETF worth $2.04M as of Q1 2023.
Clear Perspectives Financial Planning sold 100 Vanguard Total Stock Market ETF shares in Q1 2023, an estimated $20K.
Vanguard Total Stock Market ETF made up 1.15% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #20 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Vanguard Total Stock Market ETF position peaked at $2.59M in Q1 2022.
2,330 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2023.

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