Clear Perspectives Financial Planning’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$360	Hold	5	–	–	﹤0.01%	185
2022 Q4	$352	Buy	+5	New	+$359	﹤0.01%	208
2022 Q1	–	Sell	-88	Closed	-$8K	–	245
2021 Q4	$8K	Hold	88	–	–	﹤0.01%	185
2021 Q3	$8K	Buy	+88	New	+$7.88K	﹤0.01%	173

Other funds holding VTWO

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Clear Perspectives Financial Planning held its Vanguard Russell 2000 ETF (VTWO) position steady in Q1 2023 at 5 shares worth $360. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Clear Perspectives Financial Planning first reported a position in VTWO in Q3 2021 and has held it in 4 quarters since. The position peaked at $8K in Q4 2021. 408 funds tracked by Wall St. Rank hold VTWO as of Q1 2023.

Clear Perspectives Financial Planning held 5 shares of Vanguard Russell 2000 ETF worth $360 as of Q1 2023.
Clear Perspectives Financial Planning left its Vanguard Russell 2000 ETF share count unchanged in Q1 2023.
Vanguard Russell 2000 ETF made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #185 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Russell 2000 ETF in Q3 2021 and has held it in 4 quarters since.
Clear Perspectives Financial Planning's Vanguard Russell 2000 ETF position peaked at $8K in Q4 2021.
408 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2023.

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