Clear Perspectives Financial Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.06M	Buy	25,422 +2,274	+10%	+$88.4K	0.59%	25
2022 Q4	$822K	Sell	23,148 -6,624	-22%	-$244K	0.44%	31
2022 Q3	$1.06M	Sell	29,772 -864	-3%	-$34.7K	0.52%	31
2022 Q2	$1.14M	Sell	30,636 -44,244	-59%	-$1.82M	0.44%	29
2022 Q1	$3.59M	Sell	74,880 -148,068	-66%	-$7M	1.36%	19
2021 Q4	$11.9M	Sell	222,948 -7,296	-3%	-$380K	4.82%	7
2021 Q3	$11.1M	Sell	230,244 -3,642	-2%	-$181K	5.04%	5
2021 Q2	$11.2M	Sell	233,886 -49,248	-17%	-$2.24M	5.4%	6
2021 Q1	$12.1M	Buy	283,134 +1,602	+0.6%	+$68.5K	7.03%	5
2020 Q4	$11.9M	Buy	+281,532	New	+$11.2M	7.53%	3

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Clear Perspectives Financial Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 9.8% in Q1 2023, buying an estimated $88.4K and bringing the position to 25,422 shares worth $1.06M. The position accounts for 0.59% of the portfolio, ranked #25.

Clear Perspectives Financial Planning first reported a position in VUG in Q4 2020 and has held it in 10 quarters since. The position peaked at $12.1M in Q1 2021. 1,719 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

Clear Perspectives Financial Planning held 25,422 shares of Vanguard Morningstar Growth ETF worth $1.06M as of Q1 2023.
Clear Perspectives Financial Planning bought 2,274 Vanguard Morningstar Growth ETF shares in Q1 2023, an estimated $88.4K.
Vanguard Morningstar Growth ETF made up 0.59% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #25 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Vanguard Morningstar Growth ETF position peaked at $12.1M in Q1 2021.
1,719 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2023.

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